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 | $194,528 | $162,821+19.5% | $133,978+45.2% | $158,982+22.4% |
| Participation rate | 66.7% | 83.2%-16.6pp | 79.8%-13.2pp | 82.0%-15.3pp |
| Annual return | 9.77% | 41.95%-32.2pp | 45.10%-35.3pp | 302.99%-293.2pp |
| Employer contribution / active EE | $2,365 | $4,976-52.5% | $3,919-39.7% | $4,763-50.3% |
| Participant deferral / active EE | $7,268 | $5,910+23.0% | $5,047+44.0% | $5,983+21.5% |
| Admin fee / account holder | $71,916 | $11,742+512.5% | $8,930+705.3% | $11,252+539.2% |