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 | $139,756 | $124,980+11.8% | $108,359+29.0% | $154,746-9.7% |
| Participation rate | 45.5% | 75.2%-29.7pp | 70.1%-24.7pp | 80.7%-35.2pp |
| Annual return | 13.27% | 45.00%-31.7pp | 36.89%-23.6pp | 172.34%-159.1pp |
| Employer contribution / active EE | $1,200 | $2,851-57.9% | $2,399-50.0% | $4,379-72.6% |
| Participant deferral / active EE | $2,447 | $4,743-48.4% | $4,137-40.8% | $6,730-63.6% |
| Admin fee / account holder | $12,005 | $11,502+4.4% | $9,741+23.2% | $14,365-16.4% |