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 | $156,870 | $104,953+49.5% | $84,637+85.3% | $152,909+2.6% |
| Participation rate | 47.6% | 74.8%-27.2pp | 68.2%-20.6pp | 82.5%-34.8pp |
| Annual return | 23.83% | 373.94%-350.1pp | 258.82%-235.0pp | 345.46%-321.6pp |
| Employer contribution / active EE | $2,089 | $3,304-36.8% | $2,653-21.3% | $4,764-56.1% |
| Participant deferral / active EE | $3,765 | $4,691-19.7% | $3,900-3.5% | $5,851-35.7% |
| Admin fee / account holder | $4,500 | $6,244-27.9% | $4,914-8.4% | $11,601-61.2% |