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 | $160,400 | $102,696+56.2% | $86,235+86.0% | $139,487+15.0% |
| Participation rate | 57.1% | 74.5%-17.4pp | 69.0%-11.8pp | 80.3%-23.2pp |
| Annual return | 14.56% | 1925.91%-1911.4pp | 1170.03%-1155.5pp | 373.84%-359.3pp |
| Employer contribution / active EE | $2,057 | $3,034-32.2% | $2,381-13.6% | $4,755-56.7% |
| Participant deferral / active EE | $6,224 | $4,679+33.0% | $3,987+56.1% | $6,713-7.3% |
| Admin fee / account holder | $12,371 | $8,667+42.7% | $6,856+80.5% | $11,407+8.5% |