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 | $226,785 | $172,111+31.8% | $150,298+50.9% | $137,256+65.2% |
| Participation rate | 60.0% | 81.7%-21.7pp | 77.8%-17.8pp | 80.0%-20.0pp |
| Annual return | 11.41% | 69.37%-58.0pp | 62.79%-51.4pp | 220.34%-208.9pp |
| Employer contribution / active EE | $2,695 | $4,636-41.9% | $4,154-35.1% | $4,156-35.1% |
| Participant deferral / active EE | $5,257 | $6,166-14.7% | $5,453-3.6% | $6,407-17.9% |
| Admin fee / account holder | $2,648 | $16,471-83.9% | $14,116-81.2% | $12,270-78.4% |