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 | $108,930 | $68,880+58.1% | $120,580-9.7% | $80,959+34.5% |
| Participation rate | 61.9% | 61.7%+0.2pp | 72.0%-10.1pp | 67.7%-5.8pp |
| Annual return | 23.05% | 23.68%-0.6pp | 107.48%-84.4pp | 35.67%-12.6pp |
| Employer contribution / active EE | $4,434 | $2,066+114.6% | $3,469+27.8% | $2,757+60.8% |
| Participant deferral / active EE | $10,317 | $3,191+223.4% | $4,995+106.5% | $4,300+139.9% |
| Admin fee / account holder | $3,543 | $5,785-38.7% | $9,418-62.4% | $6,925-48.8% |