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 | $109,978 | $156,398-29.7% | $147,318-25.3% | $138,895-20.8% |
| Participation rate | 63.6% | 83.8%-20.1pp | 82.1%-18.4pp | 79.9%-16.3pp |
| Annual return | 14.87% | 78.75%-63.9pp | 70.43%-55.6pp | 145.39%-130.5pp |
| Employer contribution / active EE | $6,438 | $4,853+32.7% | $4,593+40.2% | $4,194+53.5% |
| Participant deferral / active EE | $5,927 | $8,237-28.0% | $7,906-25.0% | $6,396-7.3% |
| Admin fee / account holder | $1,284 | $14,976-91.4% | $13,708-90.6% | $12,562-89.8% |