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 | $134,471 | $80,763+66.5% | $102,412+31.3% | $74,459+80.6% |
| Participation rate | 15.4% | 65.7%-50.2pp | 74.5%-59.1pp | 67.2%-51.8pp |
| Annual return | 13.28% | 27.57%-14.3pp | 24.94%-11.7pp | 1369.70%-1356.4pp |
| Employer contribution / active EE | $968 | $3,160-69.4% | $3,870-75.0% | $2,626-63.1% |
| Participant deferral / active EE | $1,675 | $3,862-56.6% | $5,060-66.9% | $4,350-61.5% |
| Admin fee / account holder | $2,629 | $2,371+10.9% | $8,388-68.7% | $1,945+35.2% |