Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $189,886 | $134,817+40.8% | $123,973+53.2% | $155,188+22.4% |
| Participation rate | 60.0% | 79.4%-19.4pp | 76.7%-16.7pp | 80.8%-20.8pp |
| Annual return | 17.17% | 515.49%-498.3pp | 388.13%-371.0pp | 148.84%-131.7pp |
| Employer contribution / active EE | $20,691 | $4,425+367.6% | $4,126+401.5% | $4,248+387.1% |
| Participant deferral / active EE | $11,027 | $5,706+93.2% | $5,247+110.2% | $6,531+68.8% |
| Admin fee / account holder | $11,983 | $13,245-9.5% | $11,799+1.6% | $14,480-17.2% |