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 | $163,279 | $172,111-5.1% | $150,298+8.6% | $137,256+19.0% |
| Participation rate | 50.0% | 81.7%-31.7pp | 77.8%-27.8pp | 80.0%-30.0pp |
| Annual return | 16.77% | 69.37%-52.6pp | 62.79%-46.0pp | 220.34%-203.6pp |
| Employer contribution / active EE | $4,702 | $4,636+1.4% | $4,154+13.2% | $4,156+13.1% |
| Participant deferral / active EE | $10,273 | $6,166+66.6% | $5,453+88.4% | $6,407+60.3% |
| Admin fee / account holder | $2,127 | $16,471-87.1% | $14,116-84.9% | $12,270-82.7% |