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 | $127,558 | $49,976+155.2% | $66,674+91.3% | $82,637+54.4% |
| Participation rate | 46.3% | 63.1%-16.8pp | 73.7%-27.4pp | 68.1%-21.8pp |
| Annual return | 55.42% | 39.09%+16.3pp | 321.24%-265.8pp | 53.51%+1.9pp |
| Employer contribution / active EE | $2,282 | $1,988+14.8% | $2,620-12.9% | $2,552-10.6% |
| Participant deferral / active EE | $3,081 | $2,847+8.2% | $4,084-24.6% | $4,126-25.3% |
| Admin fee / account holder | $9,794 | $4,594+113.2% | $5,098+92.1% | $7,339+33.5% |