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 | $164,895 | $88,815+85.7% | $81,882+101.4% | $145,897+13.0% |
| Participation rate | 59.1% | 75.1%-16.0pp | 72.4%-13.3pp | 80.3%-21.2pp |
| Annual return | 17.05% | 1033.75%-1016.7pp | 779.47%-762.4pp | 552.29%-535.2pp |
| Employer contribution / active EE | $1,367 | $3,086-55.7% | $2,916-53.1% | $4,663-70.7% |
| Participant deferral / active EE | $3,693 | $4,647-20.5% | $4,323-14.6% | $6,689-44.8% |
| Admin fee / account holder | $1,364 | $8,434-83.8% | $7,360-81.5% | $13,390-89.8% |