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 | $103,822 | $183,516-43.4% | $155,534-33.2% | $145,884-28.8% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 14.37% | 61.43%-47.1pp | 64.92%-50.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $13,056 | $5,315+145.7% | $4,675+179.3% | $4,662+180.0% |
| Participant deferral / active EE | $4,650 | $6,467-28.1% | $5,630-17.4% | $6,690-30.5% |
| Admin fee / account holder | $17,213 | $19,293-10.8% | $15,900+8.3% | $13,392+28.5% |