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 | $159,149 | $95,406+66.8% | $185,849-14.4% | $85,847+85.4% |
| Participation rate | 20.0% | 68.8%-48.8pp | 81.7%-61.7pp | 69.3%-49.3pp |
| Annual return | 17.64% | 23.59%-6.0pp | 122.10%-104.5pp | 318.61%-301.0pp |
| Employer contribution / active EE | $630 | $3,314-81.0% | $5,169-87.8% | $2,565-75.5% |
| Participant deferral / active EE | $1,428 | $3,424-58.3% | $5,569-74.4% | $3,952-63.9% |
| Admin fee / account holder | $4,273 | $7,214-40.8% | $16,244-73.7% | $6,261-31.8% |