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 | $153,738 | $159,934-3.9% | $147,005+4.6% | $145,959+5.3% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.7pp |
| Annual return | 13.68% | 98.24%-84.6pp | 418.76%-405.1pp | 561.95%-548.3pp |
| Employer contribution / active EE | $19,463 | $5,287+268.1% | $4,934+294.4% | $4,661+317.6% |
| Participant deferral / active EE | $56,654 | $8,427+572.3% | $8,070+602.1% | $6,689+747.0% |
| Admin fee / account holder | $161,942 | $15,053+975.8% | $13,006+1145.1% | $13,398+1108.7% |