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 | $159,248 | $88,186+80.6% | $165,071-3.5% | $74,459+113.9% |
| Participation rate | 69.8% | 73.1%-3.3pp | 78.6%-8.8pp | 67.2%+2.6pp |
| Annual return | 23.47% | 17.13%+6.3pp | 70.17%-46.7pp | 1369.70%-1346.2pp |
| Employer contribution / active EE | $2,155 | $2,600-17.1% | $4,347-50.4% | $2,626-17.9% |
| Participant deferral / active EE | $9,089 | $4,505+101.8% | $6,035+50.6% | $4,350+109.0% |
| Admin fee / account holder | $17,206 | $2,234+670.2% | $12,695+35.5% | $1,945+784.7% |