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 | $122,311 | $86,298+41.7% | $111,308+9.9% | $85,847+42.5% |
| Participation rate | 60.6% | 73.3%-12.7pp | 77.3%-16.7pp | 69.3%-8.7pp |
| Annual return | 15.85% | 19.99%-4.1pp | 54.67%-38.8pp | 318.61%-302.8pp |
| Employer contribution / active EE | $893 | $2,044-56.3% | $2,732-67.3% | $2,565-65.2% |
| Participant deferral / active EE | $2,642 | $3,641-27.4% | $4,487-41.1% | $3,952-33.1% |
| Admin fee / account holder | $7,758 | $8,189-5.3% | $7,965-2.6% | $6,261+23.9% |