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 | $169,728 | $132,634+28.0% | $115,768+46.6% | $137,256+23.7% |
| Participation rate | 63.6% | 77.9%-14.2pp | 74.4%-10.8pp | 80.0%-16.3pp |
| Annual return | 11.70% | 160.70%-149.0pp | 100.46%-88.8pp | 220.34%-208.6pp |
| Employer contribution / active EE | $979 | $3,360-70.8% | $2,940-66.7% | $4,156-76.4% |
| Participant deferral / active EE | $4,110 | $5,619-26.8% | $4,917-16.4% | $6,407-35.8% |
| Admin fee / account holder | $23,035 | $15,028+53.3% | $12,439+85.2% | $12,270+87.7% |