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 | $195,918 | $144,130+35.9% | $117,861+66.2% | $147,586+32.7% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 11.09% | 531.20%-520.1pp | 335.11%-324.0pp | 578.59%-567.5pp |
| Employer contribution / active EE | $6,192 | $4,897+26.5% | $3,786+63.5% | $4,876+27.0% |
| Participant deferral / active EE | $6,762 | $5,316+27.2% | $4,482+50.9% | $5,439+24.3% |
| Admin fee / account holder | $7,397 | $10,887-32.1% | $8,021-7.8% | $10,886-32.0% |