Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $180,531 | $111,535+61.9% | $105,223+71.6% | $137,256+31.5% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 80.0%-35.5pp |
| Annual return | 12.82% | 237.85%-225.0pp | 180.65%-167.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $1,182 | $3,939-70.0% | $3,689-68.0% | $4,156-71.6% |
| Participant deferral / active EE | $1,593 | $5,500-71.0% | $5,072-68.6% | $6,407-75.1% |
| Admin fee / account holder | $5,839 | $9,721-39.9% | $8,859-34.1% | $12,270-52.4% |