Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $117,176 | $183,592-36.2% | $155,574-24.7% | $145,877-19.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 11.49% | 61.37%-49.9pp | 64.87%-53.4pp | 551.28%-539.8pp |
| Employer contribution / active EE | $2,379 | $5,317-55.3% | $4,676-49.1% | $4,663-49.0% |
| Participant deferral / active EE | $6,512 | $6,466+0.7% | $5,629+15.7% | $6,691-2.7% |
| Admin fee / account holder | $3,379 | $19,316-82.5% | $15,914-78.8% | $13,402-74.8% |