Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $184,062 | $211,239-12.9% | $178,528+3.1% | $145,877+26.2% |
| Participation rate | 33.3% | 80.8%-47.5pp | 77.1%-43.8pp | 80.3%-47.0pp |
| Annual return | 10.63% | 30.22%-19.6pp | 27.11%-16.5pp | 551.28%-540.7pp |
| Employer contribution / active EE | $1,505 | $4,570-67.1% | $3,950-61.9% | $4,663-67.7% |
| Participant deferral / active EE | $10,039 | $6,963+44.2% | $6,278+59.9% | $6,691+50.0% |
| Admin fee / account holder | $1,925 | $12,095-84.1% | $10,419-81.5% | $13,402-85.6% |