Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $171,870 | $86,919+97.7% | $102,457+67.7% | $80,911+112.4% |
| Participation rate | 57.7% | 72.4%-14.7pp | 76.5%-18.8pp | 67.6%-10.0pp |
| Annual return | 20.85% | 18.90%+2.0pp | 29.41%-8.6pp | 35.63%-14.8pp |
| Employer contribution / active EE | $2,772 | $2,368+17.0% | $3,022-8.3% | $2,756+0.6% |
| Participant deferral / active EE | $5,323 | $4,119+29.2% | $5,054+5.3% | $4,297+23.9% |
| Admin fee / account holder | $2,519 | $8,049-68.7% | $9,451-73.3% | $6,935-63.7% |