Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $157,624 | $82,523+91.0% | $115,752+36.2% | $70,126+124.8% |
| Participation rate | 63.8% | 74.0%-10.2pp | 77.8%-14.0pp | 69.5%-5.8pp |
| Annual return | 18.40% | 28.22%-9.8pp | 19.41%-1.0pp | 73.15%-54.8pp |
| Employer contribution / active EE | $0 | $2,758-100.0% | $3,492-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $9,256 | $4,062+127.8% | $5,204+77.9% | $3,332+177.8% |
| Admin fee / account holder | $5,780 | $4,552+27.0% | $6,278-7.9% | $4,645+24.4% |