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 | $87,842 | $48,053+82.8% | $84,637+3.8% | $72,976+20.4% |
| Participation rate | 68.8% | 57.6%+11.2pp | 68.2%+0.5pp | 69.5%-0.7pp |
| Annual return | 24.75% | 37.39%-12.6pp | 258.82%-234.1pp | 81.02%-56.3pp |
| Employer contribution / active EE | $252 | $1,602-84.3% | $2,653-90.5% | $2,440-89.7% |
| Participant deferral / active EE | $2,070 | $2,681-22.8% | $3,900-46.9% | $3,608-42.6% |
| Admin fee / account holder | $17,331 | $3,395+410.4% | $4,914+252.7% | $5,124+238.2% |