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 | $150,452 | $226,105-33.5% | $182,540-17.6% | $152,897-1.6% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 20.85% | 192.58%-171.7pp | 148.58%-127.7pp | 345.43%-324.6pp |
| Employer contribution / active EE | $3,000 | $4,978-39.7% | $4,076-26.4% | $4,764-37.0% |
| Participant deferral / active EE | $14,333 | $6,370+125.0% | $5,525+159.4% | $5,851+145.0% |
| Admin fee / account holder | $1,189 | $10,706-88.9% | $8,593-86.2% | $11,599-89.8% |