Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $167,886 | $174,379-3.7% | $152,093+10.4% | $138,895+20.9% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 13.53% | 74.86%-61.3pp | 66.36%-52.8pp | 145.39%-131.9pp |
| Employer contribution / active EE | $1,941 | $4,652-58.3% | $4,175-53.5% | $4,194-53.7% |
| Participant deferral / active EE | $7,281 | $6,159+18.2% | $5,451+33.6% | $6,396+13.8% |
| Admin fee / account holder | $1,528 | $16,880-90.9% | $14,497-89.5% | $12,562-87.8% |