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 | $88,156 | $57,065+54.5% | $75,670+16.5% | $70,131+25.7% |
| Participation rate | 62.8% | 68.1%-5.3pp | 72.3%-9.6pp | 69.5%-6.8pp |
| Annual return | 12.67% | 23.57%-10.9pp | 27.34%-14.7pp | 73.14%-60.5pp |
| Employer contribution / active EE | $881 | $1,817-51.5% | $2,352-62.5% | $2,342-62.4% |
| Participant deferral / active EE | $1,240 | $2,580-51.9% | $3,142-60.5% | $3,332-62.8% |
| Admin fee / account holder | $11,632 | $3,825+204.1% | $5,800+100.6% | $4,645+150.4% |