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 | $169,920 | $83,898+102.5% | $133,346+27.4% | $94,015+80.7% |
| Participation rate | 64.0% | 63.4%+0.6pp | 72.8%-8.8pp | 70.8%-6.8pp |
| Annual return | 18.74% | 16.00%+2.7pp | 36.85%-18.1pp | 17.84%+0.9pp |
| Employer contribution / active EE | $3,027 | $1,821+66.3% | $2,853+6.1% | $2,790+8.5% |
| Participant deferral / active EE | $6,443 | $3,245+98.6% | $4,332+48.7% | $4,249+51.6% |
| Admin fee / account holder | $1,904 | $7,809-75.6% | $14,264-86.7% | $8,951-78.7% |