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 | $152,576 | $107,944+41.3% | $91,994+65.9% | $152,885-0.2% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.5%-15.8pp |
| Annual return | 17.06% | 89.26%-72.2pp | 69.03%-52.0pp | 345.39%-328.3pp |
| Employer contribution / active EE | $968 | $4,210-77.0% | $3,452-72.0% | $4,763-79.7% |
| Participant deferral / active EE | $4,202 | $6,365-34.0% | $5,923-29.1% | $5,851-28.2% |
| Admin fee / account holder | $7,720 | $10,521-26.6% | $7,743-0.3% | $11,598-33.4% |