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 | $99,472 | $72,269+37.6% | $101,271-1.8% | $79,852+24.6% |
| Participation rate | 55.8% | 68.5%-12.7pp | 75.8%-20.0pp | 69.6%-13.9pp |
| Annual return | 19.91% | 22.29%-2.4pp | 46.48%-26.6pp | 31.72%-11.8pp |
| Employer contribution / active EE | $2,048 | $2,692-23.9% | $3,660-44.0% | $2,471-17.1% |
| Participant deferral / active EE | $4,305 | $3,282+31.2% | $4,371-1.5% | $3,740+15.1% |
| Admin fee / account holder | $1,836 | $4,401-58.3% | $5,948-69.1% | $5,306-65.4% |