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 | $86,416 | $56,063+54.1% | $76,051+13.6% | $80,911+6.8% |
| Participation rate | 69.5% | 62.0%+7.4pp | 69.1%+0.4pp | 67.6%+1.8pp |
| Annual return | 17.25% | 20.54%-3.3pp | 360.42%-343.2pp | 35.63%-18.4pp |
| Employer contribution / active EE | $6,007 | $1,874+220.5% | $2,690+123.3% | $2,756+118.0% |
| Participant deferral / active EE | $9,561 | $3,052+213.2% | $4,257+124.6% | $4,297+122.5% |
| Admin fee / account holder | $6,651 | $5,240+26.9% | $6,416+3.7% | $6,935-4.1% |