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 | $68,585 | $134,817-49.1% | $123,973-44.7% | $155,188-55.8% |
| Participation rate | 61.1% | 79.4%-18.3pp | 76.7%-15.5pp | 80.8%-19.7pp |
| Annual return | 10.27% | 515.49%-505.2pp | 388.13%-377.9pp | 148.84%-138.6pp |
| Employer contribution / active EE | $3,317 | $4,425-25.0% | $4,126-19.6% | $4,248-21.9% |
| Participant deferral / active EE | $6,218 | $5,706+9.0% | $5,247+18.5% | $6,531-4.8% |
| Admin fee / account holder | $19,345 | $13,245+46.1% | $11,799+64.0% | $14,480+33.6% |