Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $184,271 | $99,921+84.4% | $85,009+116.8% | $145,959+26.2% |
| Participation rate | 57.1% | 74.1%-16.9pp | 67.5%-10.4pp | 80.3%-23.1pp |
| Annual return | 13.30% | 83.89%-70.6pp | 66.47%-53.2pp | 561.95%-548.6pp |
| Employer contribution / active EE | $2,483 | $3,233-23.2% | $2,728-9.0% | $4,661-46.7% |
| Participant deferral / active EE | $5,014 | $5,293-5.3% | $4,522+10.9% | $6,689-25.0% |
| Admin fee / account holder | $4,283 | $7,252-40.9% | $6,153-30.4% | $13,398-68.0% |