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 | $159,622 | $183,592-13.1% | $155,567+2.6% | $145,959+9.4% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 40.00% | 61.24%-21.2pp | 64.74%-24.7pp | 561.95%-522.0pp |
| Employer contribution / active EE | $2,516 | $5,315-52.7% | $4,674-46.2% | $4,661-46.0% |
| Participant deferral / active EE | $7,021 | $6,464+8.6% | $5,628+24.8% | $6,689+5.0% |
| Admin fee / account holder | $42,447 | $19,318+119.7% | $15,916+166.7% | $13,398+216.8% |