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 | $163,717 | $160,040+2.3% | $147,096+11.3% | $145,877+12.2% |
| Participation rate | 69.6% | 84.0%-14.5pp | 82.2%-12.6pp | 80.3%-10.7pp |
| Annual return | 16.91% | 98.49%-81.6pp | 419.75%-402.8pp | 551.28%-534.4pp |
| Employer contribution / active EE | $2,132 | $5,289-59.7% | $4,936-56.8% | $4,663-54.3% |
| Participant deferral / active EE | $7,008 | $8,429-16.9% | $8,071-13.2% | $6,691+4.7% |
| Admin fee / account holder | $745 | $15,050-95.1% | $13,005-94.3% | $13,402-94.4% |