Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $148,881 | $150,412-1.0% | $120,574+23.5% | $145,884+2.1% |
| Participation rate | 50.0% | 78.8%-28.8pp | 71.9%-21.9pp | 80.3%-30.3pp |
| Annual return | 14.00% | 154.50%-140.5pp | 107.42%-93.4pp | 551.85%-537.9pp |
| Employer contribution / active EE | $1,373 | $4,355-68.5% | $3,471-60.4% | $4,662-70.6% |
| Participant deferral / active EE | $11,500 | $6,175+86.2% | $4,996+130.2% | $6,690+71.9% |
| Admin fee / account holder | $478 | $12,224-96.1% | $9,445-94.9% | $13,392-96.4% |