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 | $148,394 | $104,937+41.4% | $84,628+75.3% | $152,897-2.9% |
| Participation rate | 62.5% | 74.8%-12.3pp | 68.2%-5.7pp | 82.5%-20.0pp |
| Annual return | 24.94% | 373.88%-348.9pp | 258.80%-233.9pp | 345.43%-320.5pp |
| Employer contribution / active EE | $2,069 | $3,303-37.4% | $2,653-22.0% | $4,764-56.6% |
| Participant deferral / active EE | $5,657 | $4,690+20.6% | $3,900+45.1% | $5,851-3.3% |
| Admin fee / account holder | $1,684 | $6,243-73.0% | $4,914-65.7% | $11,599-85.5% |