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 | $170,660 | $125,190+36.3% | $105,624+61.6% | $145,897+17.0% |
| Participation rate | 68.8% | 77.6%-8.9pp | 75.3%-6.5pp | 80.3%-11.6pp |
| Annual return | 11.87% | 225.22%-213.3pp | 116.20%-104.3pp | 552.29%-540.4pp |
| Employer contribution / active EE | $2,617 | $3,720-29.7% | $3,168-17.4% | $4,663-43.9% |
| Participant deferral / active EE | $8,331 | $5,716+45.8% | $5,013+66.2% | $6,689+24.5% |
| Admin fee / account holder | $4,869 | $17,138-71.6% | $10,961-55.6% | $13,390-63.6% |