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 | $192,136 | $217,432-11.6% | $185,851+3.4% | $167,553+14.7% |
| Participation rate | 57.1% | 86.1%-28.9pp | 81.7%-24.6pp | 82.1%-25.0pp |
| Annual return | 11.73% | 148.43%-136.7pp | 122.11%-110.4pp | 478.89%-467.2pp |
| Employer contribution / active EE | $1,634 | $5,874-72.2% | $5,168-68.4% | $4,840-66.2% |
| Participant deferral / active EE | $7,450 | $6,357+17.2% | $5,569+33.8% | $6,343+17.5% |
| Admin fee / account holder | $713 | $19,820-96.4% | $16,245-95.6% | $12,316-94.2% |