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 | $171,346 | $102,422+67.3% | $147,117+16.5% | $80,959+111.6% |
| Participation rate | 69.1% | 75.9%-6.8pp | 82.2%-13.1pp | 67.7%+1.4pp |
| Annual return | 14.75% | 135.16%-120.4pp | 420.54%-405.8pp | 35.67%-20.9pp |
| Employer contribution / active EE | $1,662 | $3,717-55.3% | $4,932-66.3% | $2,757-39.7% |
| Participant deferral / active EE | $11,203 | $6,652+68.4% | $8,065+38.9% | $4,300+160.5% |
| Admin fee / account holder | $3,240 | $7,953-59.3% | $12,993-75.1% | $6,925-53.2% |