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 | $116,194 | $175,231-33.7% | $149,696-22.4% | $139,466-16.7% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 11.86% | 166.77%-154.9pp | 134.46%-122.6pp | 373.66%-361.8pp |
| Employer contribution / active EE | $1,949 | $5,478-64.4% | $4,821-59.6% | $4,754-59.0% |
| Participant deferral / active EE | $3,418 | $6,521-47.6% | $5,682-39.8% | $6,712-49.1% |
| Admin fee / account holder | $10,328 | $16,155-36.1% | $13,212-21.8% | $11,409-9.5% |