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 | $131,072 | $126,519+3.6% | $106,201+23.4% | $145,959-10.2% |
| Participation rate | 52.4% | 77.7%-25.3pp | 75.3%-22.9pp | 80.3%-27.9pp |
| Annual return | 11.85% | 225.10%-213.3pp | 116.26%-104.4pp | 561.95%-550.1pp |
| Employer contribution / active EE | $3,189 | $3,726-14.4% | $3,170+0.6% | $4,661-31.6% |
| Participant deferral / active EE | $6,641 | $5,716+16.2% | $5,012+32.5% | $6,689-0.7% |
| Admin fee / account holder | $17,547 | $17,312+1.4% | $11,039+58.9% | $13,398+31.0% |