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 | $248,066 | $181,062+37.0% | $158,223+56.8% | $155,188+59.8% |
| Participation rate | 50.0% | 82.7%-32.7pp | 79.2%-29.2pp | 80.8%-30.8pp |
| Annual return | 18.69% | 57.39%-38.7pp | 52.09%-33.4pp | 148.84%-130.1pp |
| Employer contribution / active EE | $1,471 | $4,565-67.8% | $4,109-64.2% | $4,248-65.4% |
| Participant deferral / active EE | $3,646 | $6,134-40.6% | $5,467-33.3% | $6,531-44.2% |
| Admin fee / account holder | $2,491 | $18,825-86.8% | $16,047-84.5% | $14,480-82.8% |