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 | $141,398 | $109,372+29.3% | $89,414+58.1% | $158,966-11.1% |
| Participation rate | 55.6% | 74.3%-18.7pp | 68.0%-12.4pp | 82.0%-26.4pp |
| Annual return | 14.93% | 345.55%-330.6pp | 245.50%-230.6pp | 302.95%-288.0pp |
| Employer contribution / active EE | $772 | $3,171-75.7% | $2,586-70.2% | $4,762-83.8% |
| Participant deferral / active EE | $4,502 | $4,598-2.1% | $3,890+15.8% | $5,983-24.7% |
| Admin fee / account holder | $1,060 | $6,156-82.8% | $4,883-78.3% | $11,250-90.6% |