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 | $91,277 | $72,486+25.9% | $87,103+4.8% | $72,976+25.1% |
| Participation rate | 69.0% | 72.8%-3.8pp | 76.9%-7.8pp | 69.5%-0.4pp |
| Annual return | 27.92% | 24.46%+3.5pp | 28.19%-0.3pp | 81.02%-53.1pp |
| Employer contribution / active EE | $1,839 | $1,894-2.9% | $2,521-27.1% | $2,440-24.6% |
| Participant deferral / active EE | $4,055 | $3,270+24.0% | $4,049+0.2% | $3,608+12.4% |
| Admin fee / account holder | $3,121 | $5,055-38.2% | $7,491-58.3% | $5,124-39.1% |