Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $180,738 | $171,492+5.4% | $150,734+19.9% | $198,609-9.0% |
| Participation rate | 50.0% | 81.4%-31.4pp | 78.4%-28.4pp | 82.4%-32.4pp |
| Annual return | 23.43% | 804.70%-781.3pp | 600.81%-577.4pp | 202.70%-179.3pp |
| Employer contribution / active EE | $14,155 | $5,470+158.8% | $4,918+187.8% | $5,055+180.0% |
| Participant deferral / active EE | $15,500 | $6,259+147.6% | $5,610+176.3% | $6,977+122.2% |
| Admin fee / account holder | $368 | $17,628-97.9% | $14,905-97.5% | $19,030-98.1% |