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 | $141,778 | $201,344-29.6% | $184,243-23.0% | $145,877-2.8% |
| Participation rate | 27.3% | 87.5%-60.2pp | 86.8%-59.6pp | 80.3%-53.0pp |
| Annual return | 13.23% | 29.01%-15.8pp | 28.82%-15.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $3,056 | $7,022-56.5% | $6,427-52.4% | $4,663-34.5% |
| Participant deferral / active EE | $5,120 | $9,807-47.8% | $9,132-43.9% | $6,691-23.5% |
| Admin fee / account holder | $29,840 | $16,382+82.2% | $13,914+114.5% | $13,402+122.7% |