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 | $229,550 | $64,517+255.8% | $81,438+181.9% | $80,874+183.8% |
| Participation rate | 23.5% | 63.9%-40.4pp | 69.5%-46.0pp | 67.6%-44.1pp |
| Annual return | 17.04% | 16.35%+0.7pp | 24.74%-7.7pp | 35.62%-18.6pp |
| Employer contribution / active EE | $686 | $1,982-65.4% | $2,460-72.1% | $2,756-75.1% |
| Participant deferral / active EE | $3,709 | $3,096+19.8% | $3,883-4.5% | $4,297-13.7% |
| Admin fee / account holder | $4,274 | $5,677-24.7% | $5,764-25.8% | $6,935-38.4% |