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 | $148,091 | $73,518+101.4% | $63,003+135.1% | $147,585+0.3% |
| Participation rate | 66.7% | 77.9%-11.2pp | 74.8%-8.1pp | 82.8%-16.2pp |
| Annual return | 18.63% | 175.46%-156.8pp | 87.59%-69.0pp | 578.57%-559.9pp |
| Employer contribution / active EE | $5,304 | $3,322+59.7% | $2,760+92.2% | $4,876+8.8% |
| Participant deferral / active EE | $5,237 | $4,183+25.2% | $3,329+57.3% | $5,439-3.7% |
| Admin fee / account holder | $5,160 | $5,952-13.3% | $3,600+43.3% | $10,885-52.6% |