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 | $135,636 | $26,936+403.6% | $53,647+152.8% | $71,012+91.0% |
| Participation rate | 24.1% | 21.9%+2.3pp | 56.3%-32.2pp | 58.6%-34.4pp |
| Annual return | 16.23% | 81.59%-65.4pp | 358.33%-342.1pp | 37.67%-21.4pp |
| Employer contribution / active EE | $525 | $335+56.7% | $962-45.4% | $2,348-77.6% |
| Participant deferral / active EE | $1,317 | $590+123.2% | $1,813-27.4% | $3,246-59.4% |
| Admin fee / account holder | $7,028 | $2,177+222.9% | $2,460+185.7% | $1,167+502.2% |