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 | $179,127 | $217,432-17.6% | $185,851-3.6% | $167,553+6.9% |
| Participation rate | 53.8% | 86.1%-32.2pp | 81.7%-27.9pp | 82.1%-28.3pp |
| Annual return | 13.11% | 148.43%-135.3pp | 122.11%-109.0pp | 478.89%-465.8pp |
| Employer contribution / active EE | $2,163 | $5,874-63.2% | $5,168-58.1% | $4,840-55.3% |
| Participant deferral / active EE | $5,744 | $6,357-9.7% | $5,569+3.1% | $6,343-9.4% |
| Admin fee / account holder | $1,475 | $19,820-92.6% | $16,245-90.9% | $12,316-88.0% |