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 | $136,569 | $160,070-14.7% | $147,117-7.2% | $145,897-6.4% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 12.64% | 98.69%-86.1pp | 420.54%-407.9pp | 552.29%-539.7pp |
| Employer contribution / active EE | $1,633 | $5,285-69.1% | $4,932-66.9% | $4,663-65.0% |
| Participant deferral / active EE | $4,828 | $8,419-42.7% | $8,065-40.1% | $6,689-27.8% |
| Admin fee / account holder | $11,574 | $15,035-23.0% | $12,993-10.9% | $13,390-13.6% |