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 | $226,622 | $71,615+216.4% | $153,416+47.7% | $65,306+247.0% |
| Participation rate | 29.4% | 49.3%-19.9pp | 74.3%-45.0pp | 57.7%-28.3pp |
| Annual return | 27.17% | 12.62%+14.6pp | 17.84%+9.3pp | 21.94%+5.2pp |
| Employer contribution / active EE | $940 | $1,488-36.8% | $3,764-75.0% | $1,967-52.2% |
| Participant deferral / active EE | $2,556 | $2,236+14.3% | $4,723-45.9% | $2,959-13.6% |
| Admin fee / account holder | $2,367 | $3,498-32.3% | $13,095-81.9% | $3,480-32.0% |