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 | $187,649 | $96,731+94.0% | $123,973+51.4% | $86,983+115.7% |
| Participation rate | 48.4% | 70.0%-21.6pp | 76.7%-28.2pp | 69.5%-21.1pp |
| Annual return | 15.22% | 17.33%-2.1pp | 388.13%-372.9pp | 25.83%-10.6pp |
| Employer contribution / active EE | $2,067 | $3,297-37.3% | $4,126-49.9% | $2,584-20.0% |
| Participant deferral / active EE | $4,193 | $4,152+1.0% | $5,247-20.1% | $4,1940% |
| Admin fee / account holder | $19,122 | $8,722+119.2% | $11,799+62.1% | $7,856+143.4% |