Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $139,791 | $58,627+138.4% | $76,735+82.2% | $82,448+69.6% |
| Participation rate | 66.7% | 63.2%+3.4pp | 69.5%-2.8pp | 68.1%-1.4pp |
| Annual return | 14.10% | 39.10%-25.0pp | 29.77%-15.7pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,019 | $1,729+16.8% | $2,454-17.7% | $2,551-20.9% |
| Participant deferral / active EE | $4,825 | $3,134+54.0% | $4,088+18.0% | $4,139+16.6% |
| Admin fee / account holder | $1,070 | $5,323-79.9% | $7,189-85.1% | $7,234-85.2% |