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 | $89,962 | $47,479+89.5% | $62,929+43.0% | $82,448+9.1% |
| Participation rate | 67.8% | 66.9%+0.9pp | 73.1%-5.3pp | 68.1%-0.3pp |
| Annual return | 21.37% | 20.34%+1.0pp | 1063.93%-1042.6pp | 41.64%-20.3pp |
| Employer contribution / active EE | $5,226 | $1,885+177.2% | $2,505+108.6% | $2,551+104.9% |
| Participant deferral / active EE | $4,300 | $2,870+49.8% | $3,888+10.6% | $4,139+3.9% |
| Admin fee / account holder | $5,212 | $3,804+37.0% | $5,065+2.9% | $7,234-28.0% |