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 | $245,094 | $162,812+50.5% | $133,971+82.9% | $158,966+54.2% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 12.13% | 41.94%-29.8pp | 45.09%-33.0pp | 302.95%-290.8pp |
| Employer contribution / active EE | $1,449 | $4,976-70.9% | $3,919-63.0% | $4,762-69.6% |
| Participant deferral / active EE | $5,566 | $5,910-5.8% | $5,047+10.3% | $5,983-7.0% |
| Admin fee / account holder | $7,834 | $11,741-33.3% | $8,929-12.3% | $11,250-30.4% |