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 | $145,664 | $154,159-5.5% | $130,026+12.0% | $139,456+4.5% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.5%-11.8pp | 80.3%-13.7pp |
| Annual return | 13.52% | 32.50%-19.0pp | -137.26%+150.8pp | 373.45%-359.9pp |
| Employer contribution / active EE | $3,769 | $5,292-28.8% | $4,321-12.8% | $4,753-20.7% |
| Participant deferral / active EE | $7,069 | $6,710+5.4% | $5,821+21.5% | $6,711+5.3% |
| Admin fee / account holder | $1,184 | $14,001-91.5% | $10,608-88.8% | $11,407-89.6% |