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 | $87,765 | $93,617-6.3% | $135,982-35.5% | $75,177+16.7% |
| Participation rate | 68.1% | 75.2%-7.1pp | 81.9%-13.9pp | 67.2%+0.9pp |
| Annual return | 19.42% | 30.89%-11.5pp | 68.32%-48.9pp | 160.75%-141.3pp |
| Employer contribution / active EE | $4,567 | $3,538+29.1% | $4,859-6.0% | $2,671+71.0% |
| Participant deferral / active EE | $10,512 | $6,406+64.1% | $7,760+35.5% | $4,126+154.8% |
| Admin fee / account holder | $4,569 | $6,980-34.5% | $10,767-57.6% | $5,651-19.1% |