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 | $154,034 | $176,105-12.5% | $159,474-3.4% | $167,536-8.1% |
| Participation rate | 58.3% | 85.0%-26.6pp | 82.8%-24.5pp | 82.1%-23.8pp |
| Annual return | 13.96% | 331.91%-318.0pp | 263.68%-249.7pp | 478.82%-464.9pp |
| Employer contribution / active EE | $2,120 | $5,299-60.0% | $4,831-56.1% | $4,839-56.2% |
| Participant deferral / active EE | $5,492 | $7,751-29.1% | $7,353-25.3% | $6,342-13.4% |
| Admin fee / account holder | $13,047 | $12,559+3.9% | $10,802+20.8% | $12,315+6.0% |