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 | $101,916 | $67,602+50.8% | $82,312+23.8% | $70,126+45.3% |
| Participation rate | 64.6% | 72.8%-8.2pp | 76.9%-12.3pp | 69.5%-5.0pp |
| Annual return | 13.39% | 21.57%-8.2pp | 25.88%-12.5pp | 73.15%-59.8pp |
| Employer contribution / active EE | $1,034 | $1,755-41.1% | $2,428-57.4% | $2,343-55.9% |
| Participant deferral / active EE | $3,062 | $2,987+2.5% | $3,706-17.4% | $3,332-8.1% |
| Admin fee / account holder | $3,796 | $4,512-15.9% | $5,608-32.3% | $4,645-18.3% |