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 | $109,249 | $58,848+85.6% | $88,179+23.9% | $82,637+32.2% |
| Participation rate | 50.0% | 57.9%-7.9pp | 69.1%-19.1pp | 68.1%-18.1pp |
| Annual return | 15.47% | 22.76%-7.3pp | 64.97%-49.5pp | 53.51%-38.0pp |
| Employer contribution / active EE | $1,527 | $1,678-9.0% | $2,549-40.1% | $2,552-40.2% |
| Participant deferral / active EE | $4,001 | $3,124+28.1% | $4,614-13.3% | $4,126-3.0% |
| Admin fee / account holder | $921 | $4,795-80.8% | $7,673-88.0% | $7,339-87.5% |