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 | $118,186 | $94,031+25.7% | $115,768+2.1% | $82,448+43.3% |
| Participation rate | 58.3% | 70.4%-12.1pp | 74.4%-16.1pp | 68.1%-9.7pp |
| Annual return | 14.08% | 20.61%-6.5pp | 100.46%-86.4pp | 41.64%-27.6pp |
| Employer contribution / active EE | $2,526 | $2,323+8.7% | $2,940-14.1% | $2,551-1.0% |
| Participant deferral / active EE | $4,138 | $3,972+4.2% | $4,917-15.8% | $4,1390% |
| Admin fee / account holder | $39,747 | $10,249+287.8% | $12,439+219.5% | $7,234+449.4% |