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 | $164,517 | $144,130+14.1% | $117,861+39.6% | $147,586+11.5% |
| Participation rate | 68.8% | 83.4%-14.7pp | 79.7%-10.9pp | 82.8%-14.1pp |
| Annual return | 21.09% | 531.20%-510.1pp | 335.11%-314.0pp | 578.59%-557.5pp |
| Employer contribution / active EE | $1,442 | $4,897-70.6% | $3,786-61.9% | $4,876-70.4% |
| Participant deferral / active EE | $6,459 | $5,316+21.5% | $4,482+44.1% | $5,439+18.8% |
| Admin fee / account holder | $1,123 | $10,887-89.7% | $8,021-86.0% | $10,886-89.7% |