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 | $147,607 | $162,136-9.0% | $152,301-3.1% | $154,746-4.6% |
| Participation rate | 57.1% | 84.1%-27.0pp | 82.4%-25.3pp | 80.7%-23.6pp |
| Annual return | 14.30% | 91.02%-76.7pp | 80.50%-66.2pp | 172.34%-158.0pp |
| Employer contribution / active EE | $1,509 | $4,890-69.2% | $4,624-67.4% | $4,379-65.6% |
| Participant deferral / active EE | $7,926 | $8,341-5.0% | $8,004-1.0% | $6,730+17.8% |
| Admin fee / account holder | $8,525 | $15,759-45.9% | $14,398-40.8% | $14,365-40.7% |