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 | $142,982 | $165,399-13.6% | $149,745-4.5% | $158,982-10.1% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 9.50% | 348.34%-338.8pp | 276.72%-267.2pp | 302.99%-293.5pp |
| Employer contribution / active EE | $1,266 | $5,105-75.2% | $4,646-72.7% | $4,763-73.4% |
| Participant deferral / active EE | $5,601 | $7,183-22.0% | $6,843-18.1% | $5,983-6.4% |
| Admin fee / account holder | $1,567 | $10,811-85.5% | $9,312-83.2% | $11,252-86.1% |