Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $95,178 | $156,398-39.1% | $147,318-35.4% | $138,895-31.5% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 15.25% | 78.75%-63.5pp | 70.43%-55.2pp | 145.39%-130.1pp |
| Employer contribution / active EE | $2,946 | $4,853-39.3% | $4,593-35.8% | $4,194-29.8% |
| Participant deferral / active EE | $13,193 | $8,237+60.2% | $7,906+66.9% | $6,396+106.3% |
| Admin fee / account holder | $470 | $14,976-96.9% | $13,708-96.6% | $12,562-96.3% |