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 | $213,311 | $95,404+123.6% | $113,397+88.1% | $82,637+158.1% |
| Participation rate | 65.0% | 72.8%-7.8pp | 76.5%-11.5pp | 68.1%-3.1pp |
| Annual return | 17.71% | 19.08%-1.4pp | 23.20%-5.5pp | 53.51%-35.8pp |
| Employer contribution / active EE | $2,403 | $2,307+4.2% | $2,977-19.3% | $2,552-5.8% |
| Participant deferral / active EE | $4,326 | $4,220+2.5% | $5,076-14.8% | $4,126+4.8% |
| Admin fee / account holder | $35,600 | $9,168+288.3% | $11,957+197.7% | $7,339+385.1% |