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 | $176,370 | $226,105-22.0% | $182,540-3.4% | $152,897+15.4% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 13.68% | 192.58%-178.9pp | 148.58%-134.9pp | 345.43%-331.7pp |
| Employer contribution / active EE | $2,105 | $4,978-57.7% | $4,076-48.3% | $4,764-55.8% |
| Participant deferral / active EE | $3,333 | $6,370-47.7% | $5,525-39.7% | $5,851-43.0% |
| Admin fee / account holder | $8,184 | $10,706-23.6% | $8,593-4.8% | $11,599-29.4% |