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 | $26,103 | $228,395-88.6% | $185,861-86.0% | $158,982-83.6% |
| Participation rate | 55.0% | 82.3%-27.3pp | 78.0%-23.0pp | 82.0%-27.0pp |
| Annual return | 26.24% | 40.82%-14.6pp | 35.96%-9.7pp | 302.99%-276.8pp |
| Employer contribution / active EE | $837 | $4,968-83.2% | $4,088-79.5% | $4,763-82.4% |
| Participant deferral / active EE | $2,105 | $6,417-67.2% | $5,634-62.6% | $5,983-64.8% |
| Admin fee / account holder | $1,119 | $11,869-90.6% | $9,503-88.2% | $11,252-90.1% |