Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $168,599 | $185,312-9.0% | $161,489+4.4% | $154,746+9.0% |
| Participation rate | 25.0% | 82.5%-57.5pp | 78.7%-53.7pp | 80.7%-55.7pp |
| Annual return | 16.97% | 103.84%-86.9pp | 89.72%-72.7pp | 172.34%-155.4pp |
| Employer contribution / active EE | $1,400 | $4,769-70.6% | $4,268-67.2% | $4,379-68.0% |
| Participant deferral / active EE | $5,213 | $6,350-17.9% | $5,630-7.4% | $6,730-22.5% |
| Admin fee / account holder | $1,163 | $18,654-93.8% | $16,006-92.7% | $14,365-91.9% |