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 | $182,214 | $183,592-0.8% | $155,574+17.1% | $145,877+24.9% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 13.51% | 61.37%-47.9pp | 64.87%-51.4pp | 551.28%-537.8pp |
| Employer contribution / active EE | $1,527 | $5,317-71.3% | $4,676-67.4% | $4,663-67.3% |
| Participant deferral / active EE | $8,413 | $6,466+30.1% | $5,629+49.4% | $6,691+25.7% |
| Admin fee / account holder | $8,487 | $19,316-56.1% | $15,914-46.7% | $13,402-36.7% |