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 | $181,028 | $185,883-2.6% | $170,043+6.5% | $139,466+29.8% |
| Participation rate | 60.0% | 87.8%-27.8pp | 87.0%-27.0pp | 80.3%-20.3pp |
| Annual return | 20.08% | 60.54%-40.5pp | 53.40%-33.3pp | 373.66%-353.6pp |
| Employer contribution / active EE | $4,727 | $7,596-37.8% | $6,790-30.4% | $4,754-0.6% |
| Participant deferral / active EE | $11,113 | $11,626-4.4% | $10,410+6.8% | $6,712+65.6% |
| Admin fee / account holder | $409 | $15,393-97.3% | $12,824-96.8% | $11,409-96.4% |