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 | $162,331 | $157,304+3.2% | $141,197+15.0% | $152,909+6.2% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 18.76% | 64.34%-45.6pp | 71.41%-52.7pp | 345.46%-326.7pp |
| Employer contribution / active EE | $2,705 | $5,263-48.6% | $4,736-42.9% | $4,764-43.2% |
| Participant deferral / active EE | $4,178 | $7,111-41.3% | $6,710-37.7% | $5,851-28.6% |
| Admin fee / account holder | $8,814 | $12,126-27.3% | $10,265-14.1% | $11,601-24.0% |