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 | $149,349 | $183,539-18.6% | $155,556-4.0% | $145,897+2.4% |
| Participation rate | 61.5% | 82.7%-21.2pp | 78.2%-16.7pp | 80.3%-18.8pp |
| Annual return | 15.87% | 61.31%-45.4pp | 64.84%-49.0pp | 552.29%-536.4pp |
| Employer contribution / active EE | $1,657 | $5,315-68.8% | $4,675-64.6% | $4,663-64.5% |
| Participant deferral / active EE | $5,685 | $6,467-12.1% | $5,631+1.0% | $6,689-15.0% |
| Admin fee / account holder | $3,321 | $19,275-82.8% | $15,885-79.1% | $13,390-75.2% |