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 | $110,253 | $165,381-33.3% | $149,730-26.4% | $158,966-30.6% |
| Participation rate | 66.7% | 84.6%-17.9pp | 82.5%-15.8pp | 82.0%-15.3pp |
| Annual return | 14.34% | 348.29%-334.0pp | 276.70%-262.4pp | 302.95%-288.6pp |
| Employer contribution / active EE | $1,126 | $5,104-77.9% | $4,645-75.8% | $4,762-76.4% |
| Participant deferral / active EE | $4,230 | $7,182-41.1% | $6,843-38.2% | $5,983-29.3% |
| Admin fee / account holder | $3,321 | $10,809-69.3% | $9,310-64.3% | $11,250-70.5% |