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 | $168,462 | $156,398+7.7% | $147,318+14.4% | $138,895+21.3% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-24.9pp | 79.9%-22.8pp |
| Annual return | 33.38% | 78.75%-45.4pp | 70.43%-37.1pp | 145.39%-112.0pp |
| Employer contribution / active EE | $1,602 | $4,853-67.0% | $4,593-65.1% | $4,194-61.8% |
| Participant deferral / active EE | $4,000 | $8,237-51.4% | $7,906-49.4% | $6,396-37.5% |
| Admin fee / account holder | $321 | $14,976-97.9% | $13,708-97.7% | $12,562-97.4% |