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 | $198,670 | $183,627+8.2% | $155,602+27.7% | $145,978+36.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 11.04% | 61.32%-50.3pp | 64.81%-53.8pp | 550.52%-539.5pp |
| Employer contribution / active EE | $2,004 | $5,316-62.3% | $4,675-57.1% | $4,662-57.0% |
| Participant deferral / active EE | $3,419 | $6,466-47.1% | $5,629-39.3% | $6,690-48.9% |
| Admin fee / account holder | $12,408 | $19,327-35.8% | $15,923-22.1% | $13,400-7.4% |