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 | $176,526 | $118,877+48.5% | $96,570+82.8% | $167,536+5.4% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.8%-3.2pp | 82.1%-15.4pp |
| Annual return | 17.69% | 50.50%-32.8pp | 37.79%-20.1pp | 478.82%-461.1pp |
| Employer contribution / active EE | $927 | $3,121-70.3% | $2,357-60.7% | $4,839-80.8% |
| Participant deferral / active EE | $5,165 | $4,617+11.9% | $3,849+34.2% | $6,342-18.6% |
| Admin fee / account holder | $18,127 | $8,069+124.7% | $6,182+193.2% | $12,315+47.2% |