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 | $93,158 | $56,544+64.8% | $75,501+23.4% | $70,126+32.8% |
| Participation rate | 27.0% | 68.1%-41.1pp | 72.4%-45.3pp | 69.5%-42.5pp |
| Annual return | 14.35% | 23.59%-9.2pp | 27.35%-13.0pp | 73.15%-58.8pp |
| Employer contribution / active EE | $542 | $1,817-70.2% | $2,352-77.0% | $2,343-76.9% |
| Participant deferral / active EE | $1,217 | $2,580-52.8% | $3,142-61.3% | $3,332-63.5% |
| Admin fee / account holder | $15,511 | $3,827+305.3% | $5,801+167.4% | $4,645+233.9% |