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 | $157,036 | $96,419+62.9% | $80,648+94.7% | $139,487+12.6% |
| Participation rate | 66.7% | 73.6%-7.0pp | 67.0%-0.3pp | 80.3%-13.7pp |
| Annual return | 12.87% | 1352.86%-1340.0pp | 937.21%-924.3pp | 373.84%-361.0pp |
| Employer contribution / active EE | $1,966 | $3,261-39.7% | $2,724-27.8% | $4,755-58.6% |
| Participant deferral / active EE | $14,522 | $5,225+177.9% | $4,443+226.8% | $6,713+116.3% |
| Admin fee / account holder | $4,736 | $6,605-28.3% | $5,382-12.0% | $11,407-58.5% |