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 | $187,866 | $160,059+17.4% | $140,019+34.2% | $135,382+38.8% |
| Participation rate | 66.7% | 88.5%-21.9pp | 87.5%-20.8pp | 82.6%-16.0pp |
| Annual return | 23.93% | 911.44%-887.5pp | 651.15%-627.2pp | 519.77%-495.8pp |
| Employer contribution / active EE | $8,311 | $6,420+29.5% | $5,605+48.3% | $4,779+73.9% |
| Participant deferral / active EE | $12,060 | $7,641+57.8% | $6,927+74.1% | $5,609+115.0% |
| Admin fee / account holder | $418 | $13,328-96.9% | $10,705-96.1% | $10,829-96.1% |