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 | $120,997 | $129,737-6.7% | $119,126+1.6% | $154,746-21.8% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 16.50% | 379.08%-362.6pp | 282.11%-265.6pp | 172.34%-155.8pp |
| Employer contribution / active EE | $1,654 | $4,375-62.2% | $4,034-59.0% | $4,379-62.2% |
| Participant deferral / active EE | $4,615 | $5,842-21.0% | $5,318-13.2% | $6,730-31.4% |
| Admin fee / account holder | $1,887 | $11,961-84.2% | $10,693-82.4% | $14,365-86.9% |