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 | $164,863 | $174,379-5.5% | $152,093+8.4% | $138,895+18.7% |
| Participation rate | 66.7% | 81.6%-15.0pp | 77.8%-11.1pp | 79.9%-13.3pp |
| Annual return | 16.07% | 74.86%-58.8pp | 66.36%-50.3pp | 145.39%-129.3pp |
| Employer contribution / active EE | $3,152 | $4,652-32.2% | $4,175-24.5% | $4,194-24.8% |
| Participant deferral / active EE | $21,916 | $6,159+255.8% | $5,451+302.0% | $6,396+242.6% |
| Admin fee / account holder | $1,395 | $16,880-91.7% | $14,497-90.4% | $12,562-88.9% |