Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $167,496 | $115,225+45.4% | $100,712+66.3% | $138,895+20.6% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 15.51% | 40.35%-24.8pp | 33.27%-17.8pp | 145.39%-129.9pp |
| Employer contribution / active EE | $1,423 | $2,771-48.7% | $2,313-38.5% | $4,194-66.1% |
| Participant deferral / active EE | $3,818 | $4,699-18.8% | $4,085-6.5% | $6,396-40.3% |
| Admin fee / account holder | $12,534 | $10,844+15.6% | $9,256+35.4% | $12,562-0.2% |