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 | $202,582 | $165,381+22.5% | $149,730+35.3% | $158,966+27.4% |
| Participation rate | 42.9% | 84.6%-41.7pp | 82.5%-39.6pp | 82.0%-39.1pp |
| Annual return | 21.53% | 348.29%-326.8pp | 276.70%-255.2pp | 302.95%-281.4pp |
| Employer contribution / active EE | $2,177 | $5,104-57.4% | $4,645-53.1% | $4,762-54.3% |
| Participant deferral / active EE | $7,635 | $7,182+6.3% | $6,843+11.6% | $5,983+27.6% |
| Admin fee / account holder | $17,150 | $10,809+58.7% | $9,310+84.2% | $11,250+52.4% |