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 | $146,954 | $111,878+31.4% | $93,727+56.8% | $145,897+0.7% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 12.62% | 204.28%-191.7pp | 133.83%-121.2pp | 552.29%-539.7pp |
| Employer contribution / active EE | $1,808 | $3,092-41.5% | $2,421-25.3% | $4,663-61.2% |
| Participant deferral / active EE | $9,207 | $4,920+87.1% | $4,417+108.4% | $6,689+37.6% |
| Admin fee / account holder | $5,622 | $10,256-45.2% | $8,292-32.2% | $13,390-58.0% |