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 | $159,908 | $111,814+43.0% | $103,378+54.7% | $145,978+9.5% |
| Participation rate | 20.8% | 77.9%-57.1pp | 74.5%-53.7pp | 80.3%-59.5pp |
| Annual return | 12.12% | 24.80%-12.7pp | 24.91%-12.8pp | 550.52%-538.4pp |
| Employer contribution / active EE | $1,417 | $4,215-66.4% | $3,870-63.4% | $4,662-69.6% |
| Participant deferral / active EE | $3,038 | $5,618-45.9% | $5,058-39.9% | $6,690-54.6% |
| Admin fee / account holder | $2,997 | $9,764-69.3% | $8,401-64.3% | $13,400-77.6% |