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 | $180,310 | $211,224-14.6% | $178,505+1.0% | $145,897+23.6% |
| Participation rate | 66.7% | 80.8%-14.2pp | 77.1%-10.5pp | 80.3%-13.6pp |
| Annual return | 13.31% | 30.28%-17.0pp | 27.16%-13.8pp | 552.29%-539.0pp |
| Employer contribution / active EE | $3,065 | $4,577-33.0% | $3,955-22.5% | $4,663-34.3% |
| Participant deferral / active EE | $4,512 | $6,966-35.2% | $6,280-28.2% | $6,689-32.6% |
| Admin fee / account holder | $1,607 | $12,109-86.7% | $10,428-84.6% | $13,390-88.0% |