Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,093 | $110,337+27.9% | $102,383+37.8% | $145,877-3.3% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 13.21% | 24.83%-11.6pp | 24.94%-11.7pp | 551.28%-538.1pp |
| Employer contribution / active EE | $912 | $4,216-78.4% | $3,870-76.4% | $4,663-80.4% |
| Participant deferral / active EE | $1,765 | $5,621-68.6% | $5,060-65.1% | $6,691-73.6% |
| Admin fee / account holder | $2,268 | $9,750-76.7% | $8,391-73.0% | $13,402-83.1% |