Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $182,551 | $126,661+44.1% | $113,397+61.0% | $138,895+31.4% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 22.83% | 25.05%-2.2pp | 23.20%-0.4pp | 145.39%-122.6pp |
| Employer contribution / active EE | $2,213 | $3,456-36.0% | $2,977-25.7% | $4,194-47.2% |
| Participant deferral / active EE | $8,512 | $5,693+49.5% | $5,076+67.7% | $6,396+33.1% |
| Admin fee / account holder | $450 | $14,549-96.9% | $11,957-96.2% | $12,562-96.4% |