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 | $170,097 | $160,070+6.3% | $147,117+15.6% | $145,897+16.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.96% | 98.69%-83.7pp | 420.54%-405.6pp | 552.29%-537.3pp |
| Employer contribution / active EE | $4,442 | $5,285-15.9% | $4,932-9.9% | $4,663-4.7% |
| Participant deferral / active EE | $12,979 | $8,419+54.2% | $8,065+60.9% | $6,689+94.0% |
| Admin fee / account holder | $37,854 | $15,035+151.8% | $12,993+191.4% | $13,390+182.7% |