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 | $175,421 | $148,623+18.0% | $135,974+29.0% | $139,466+25.8% |
| Participation rate | 50.0% | 83.9%-33.9pp | 81.9%-31.9pp | 80.3%-30.3pp |
| Annual return | 26.24% | 79.30%-53.1pp | 68.30%-42.1pp | 373.66%-347.4pp |
| Employer contribution / active EE | $1,445 | $5,246-72.5% | $4,859-70.3% | $4,754-69.6% |
| Participant deferral / active EE | $7,350 | $8,103-9.3% | $7,760-5.3% | $6,712+9.5% |
| Admin fee / account holder | $3,281 | $12,406-73.6% | $10,767-69.5% | $11,409-71.2% |