Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $182,709 | $155,555+17.5% | $146,866+24.4% | $155,188+17.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 13.96% | 115.41%-101.5pp | 102.85%-88.9pp | 148.84%-134.9pp |
| Employer contribution / active EE | $7,500 | $4,647+61.4% | $4,425+69.5% | $4,248+76.6% |
| Participant deferral / active EE | $7,500 | $8,044-6.8% | $7,759-3.3% | $6,531+14.8% |
| Admin fee / account holder | $386 | $14,755-97.4% | $13,620-97.2% | $14,480-97.3% |