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 | $92,508 | $51,631+79.2% | $129,397-28.5% | $80,925+14.3% |
| Participation rate | 28.9% | 56.9%-28.1pp | 69.6%-40.7pp | 67.7%-38.8pp |
| Annual return | 18.40% | 20.77%-2.4pp | 9453.98%-9435.6pp | 35.65%-17.2pp |
| Employer contribution / active EE | $1,124 | $1,583-29.0% | $4,154-72.9% | $2,756-59.2% |
| Participant deferral / active EE | $2,796 | $2,670+4.7% | $4,167-32.9% | $4,299-35.0% |
| Admin fee / account holder | $2,251 | $4,309-47.8% | $7,679-70.7% | $6,940-67.6% |