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 | $157,547 | $108,911+44.7% | $100,392+56.9% | $145,884+8.0% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 31.51% | 58.23%-26.7pp | 49.45%-17.9pp | 551.85%-520.3pp |
| Employer contribution / active EE | $2,396 | $4,420-45.8% | $3,941-39.2% | $4,662-48.6% |
| Participant deferral / active EE | $4,730 | $8,459-44.1% | $8,090-41.5% | $6,690-29.3% |
| Admin fee / account holder | $911 | $9,698-90.6% | $7,904-88.5% | $13,392-93.2% |