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 | $198,794 | $208,088-4.5% | $186,193+6.8% | $154,746+28.5% |
| Participation rate | 66.7% | 80.0%-13.3pp | 77.1%-10.4pp | 80.7%-14.0pp |
| Annual return | 19.51% | 89.97%-70.5pp | 78.03%-58.5pp | 172.34%-152.8pp |
| Employer contribution / active EE | $2,405 | $4,340-44.6% | $3,918-38.6% | $4,379-45.1% |
| Participant deferral / active EE | $4,168 | $7,078-41.1% | $6,513-36.0% | $6,730-38.1% |
| Admin fee / account holder | $783 | $11,698-93.3% | $11,058-92.9% | $14,365-94.5% |