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 | $161,706 | $159,934+1.1% | $147,005+10.0% | $145,959+10.8% |
| Participation rate | 57.9% | 84.0%-26.1pp | 82.2%-24.3pp | 80.3%-22.4pp |
| Annual return | 11.62% | 98.24%-86.6pp | 418.76%-407.1pp | 561.95%-550.3pp |
| Employer contribution / active EE | $3,477 | $5,287-34.2% | $4,934-29.5% | $4,661-25.4% |
| Participant deferral / active EE | $4,410 | $8,427-47.7% | $8,070-45.4% | $6,689-34.1% |
| Admin fee / account holder | $22,501 | $15,053+49.5% | $13,006+73.0% | $13,398+67.9% |