Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $82,354 | $185,312-55.6% | $161,489-49.0% | $154,746-46.8% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 18.96% | 103.84%-84.9pp | 89.72%-70.8pp | 172.34%-153.4pp |
| Employer contribution / active EE | $4,234 | $4,769-11.2% | $4,268-0.8% | $4,379-3.3% |
| Participant deferral / active EE | $9,956 | $6,350+56.8% | $5,630+76.8% | $6,730+47.9% |
| Admin fee / account holder | $645 | $18,654-96.5% | $16,006-96.0% | $14,365-95.5% |