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 | $158,637 | $154,228+2.9% | $145,433+9.1% | $137,256+15.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 22.23% | 74.59%-52.4pp | 66.58%-44.3pp | 220.34%-198.1pp |
| Employer contribution / active EE | $1,252 | $4,804-73.9% | $4,554-72.5% | $4,156-69.9% |
| Participant deferral / active EE | $5,938 | $8,216-27.7% | $7,897-24.8% | $6,407-7.3% |
| Admin fee / account holder | $4,971 | $14,344-65.3% | $13,129-62.1% | $12,270-59.5% |