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 | $161,478 | $102,429+57.6% | $147,096+9.8% | $80,925+99.5% |
| Participation rate | 56.6% | 75.9%-19.2pp | 82.2%-25.6pp | 67.7%-11.0pp |
| Annual return | 21.87% | 135.02%-113.2pp | 419.75%-397.9pp | 35.65%-13.8pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,813 | $6,649+32.6% | $8,071+9.2% | $4,299+105.0% |
| Admin fee / account holder | $5,465 | $7,957-31.3% | $13,005-58.0% | $6,940-21.2% |