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 | $158,637 | $162,136-2.2% | $152,301+4.2% | $154,746+2.5% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 22.23% | 91.02%-68.8pp | 80.50%-58.3pp | 172.34%-150.1pp |
| Employer contribution / active EE | $1,252 | $4,890-74.4% | $4,624-72.9% | $4,379-71.4% |
| Participant deferral / active EE | $5,938 | $8,341-28.8% | $8,004-25.8% | $6,730-11.8% |
| Admin fee / account holder | $4,971 | $15,759-68.5% | $14,398-65.5% | $14,365-65.4% |