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 | $85,459 | $49,239+73.6% | $70,462+21.3% | $79,858+7.0% |
| Participation rate | 21.4% | 69.2%-47.7pp | 75.1%-53.6pp | 69.6%-48.2pp |
| Annual return | 19.06% | 30.08%-11.0pp | 109.08%-90.0pp | 31.72%-12.7pp |
| Employer contribution / active EE | $598 | $2,100-71.5% | $2,737-78.2% | $2,471-75.8% |
| Participant deferral / active EE | $1,472 | $2,769-46.9% | $3,710-60.3% | $3,740-60.7% |
| Admin fee / account holder | $490 | $2,876-83.0% | $3,845-87.3% | $5,306-90.8% |