Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $150,853 | $175,231-13.9% | $149,696+0.8% | $139,466+8.2% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 11.85% | 166.77%-154.9pp | 134.46%-122.6pp | 373.66%-361.8pp |
| Employer contribution / active EE | $2,777 | $5,478-49.3% | $4,821-42.4% | $4,754-41.6% |
| Participant deferral / active EE | $7,500 | $6,521+15.0% | $5,682+32.0% | $6,712+11.7% |
| Admin fee / account holder | $1,512 | $16,155-90.6% | $13,212-88.6% | $11,409-86.7% |