Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $137,054 | $169,161-19.0% | $129,295+6.0% | $145,959-6.1% |
| Participation rate | 14.3% | 76.5%-62.2pp | 69.6%-55.3pp | 80.3%-66.0pp |
| Annual return | 16.03% | 14348.07%-14332.0pp | 9429.28%-9413.3pp | 561.95%-545.9pp |
| Employer contribution / active EE | $3,571 | $5,543-35.6% | $4,157-14.1% | $4,661-23.4% |
| Participant deferral / active EE | $1,792 | $4,989-64.1% | $4,169-57.0% | $6,689-73.2% |
| Admin fee / account holder | $550 | $9,878-94.4% | $7,665-92.8% | $13,398-95.9% |