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 | $151,070 | $71,197+112.2% | $93,669+61.3% | $80,925+86.7% |
| Participation rate | 67.1% | 60.4%+6.7pp | 68.7%-1.7pp | 67.7%-0.6pp |
| Annual return | 12.58% | 11.27%+1.3pp | 133.59%-121.0pp | 35.65%-23.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,354 | $4,036+7.9% | $4,416-1.4% | $4,299+1.3% |
| Admin fee / account holder | $8,800 | $6,959+26.5% | $8,291+6.1% | $6,940+26.8% |