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 | $154,673 | $132,099+17.1% | $115,599+33.8% | $138,895+11.4% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.3%-11.8pp | 79.9%-17.4pp |
| Annual return | 16.67% | 176.76%-160.1pp | 111.10%-94.4pp | 145.39%-128.7pp |
| Employer contribution / active EE | $4,087 | $3,416+19.6% | $2,955+38.3% | $4,194-2.6% |
| Participant deferral / active EE | $4,721 | $5,617-16.0% | $4,889-3.4% | $6,396-26.2% |
| Admin fee / account holder | $862 | $15,650-94.5% | $12,841-93.3% | $12,562-93.1% |