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 | $206,690 | $60,442+242.0% | $96,754+113.6% | $87,485+136.3% |
| Participation rate | 59.3% | 58.7%+0.6pp | 70.3%-11.0pp | 68.9%-9.7pp |
| Annual return | 15.60% | 21.97%-6.4pp | 82.04%-66.4pp | 26.06%-10.5pp |
| Employer contribution / active EE | $1,822 | $1,691+7.8% | $2,679-32.0% | $2,596-29.8% |
| Participant deferral / active EE | $6,673 | $3,280+103.4% | $4,758+40.2% | $4,274+56.1% |
| Admin fee / account holder | $2,631 | $5,069-48.1% | $8,905-70.5% | $7,775-66.2% |