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 | $160,070+2.3% | $147,117+11.3% | $145,897+12.2% |
| Participation rate | 69.6% | 84.0%-14.5pp | 82.2%-12.6pp | 80.3%-10.7pp |
| Annual return | 16.91% | 98.69%-81.8pp | 420.54%-403.6pp | 552.29%-535.4pp |
| Employer contribution / active EE | $2,132 | $5,285-59.6% | $4,932-56.8% | $4,663-54.3% |
| Participant deferral / active EE | $7,008 | $8,419-16.8% | $8,065-13.1% | $6,689+4.8% |
| Admin fee / account holder | $745 | $15,035-95.0% | $12,993-94.3% | $13,390-94.4% |