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 | $208,974 | $176,105+18.7% | $159,474+31.0% | $167,536+24.7% |
| Participation rate | 40.0% | 85.0%-45.0pp | 82.8%-42.8pp | 82.1%-42.1pp |
| Annual return | 17.28% | 331.91%-314.6pp | 263.68%-246.4pp | 478.82%-461.5pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,900 | $7,751-49.7% | $7,353-47.0% | $6,342-38.5% |
| Admin fee / account holder | $859 | $12,559-93.2% | $10,802-92.1% | $12,315-93.0% |