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 | $89,160 | $71,197+25.2% | $93,669-4.8% | $80,925+10.2% |
| Participation rate | 64.6% | 60.4%+4.2pp | 68.7%-4.1pp | 67.7%-3.0pp |
| Annual return | 20.00% | 11.27%+8.7pp | 133.59%-113.6pp | 35.65%-15.6pp |
| Employer contribution / active EE | $684 | $1,565-56.3% | $2,424-71.8% | $2,756-75.2% |
| Participant deferral / active EE | $2,432 | $4,036-39.7% | $4,416-44.9% | $4,299-43.4% |
| Admin fee / account holder | $4,875 | $6,959-29.9% | $8,291-41.2% | $6,940-29.8% |