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 | $147,891 | $175,231-15.6% | $149,696-1.2% | $139,466+6.0% |
| Participation rate | 50.0% | 83.4%-33.4pp | 78.8%-28.8pp | 80.3%-30.3pp |
| Annual return | 14.35% | 166.77%-152.4pp | 134.46%-120.1pp | 373.66%-359.3pp |
| Employer contribution / active EE | $3,144 | $5,478-42.6% | $4,821-34.8% | $4,754-33.9% |
| Participant deferral / active EE | $11,032 | $6,521+69.2% | $5,682+94.2% | $6,712+64.4% |
| Admin fee / account holder | $3,915 | $16,155-75.8% | $13,212-70.4% | $11,409-65.7% |