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 | $167,890 | $176,077-4.6% | $159,455+5.3% | $167,518+0.2% |
| Participation rate | 57.9% | 84.9%-27.1pp | 82.8%-24.9pp | 82.1%-24.2pp |
| Annual return | 12.91% | 331.83%-318.9pp | 263.63%-250.7pp | 478.71%-465.8pp |
| Employer contribution / active EE | $2,011 | $5,298-62.0% | $4,830-58.4% | $4,838-58.4% |
| Participant deferral / active EE | $3,772 | $7,751-51.3% | $7,353-48.7% | $6,342-40.5% |
| Admin fee / account holder | $12,254 | $12,556-2.4% | $10,800+13.5% | $12,312-0.5% |