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 | $145,772 | $165,399-11.9% | $149,745-2.7% | $158,982-8.3% |
| Participation rate | 57.1% | 84.6%-27.4pp | 82.5%-25.3pp | 82.0%-24.8pp |
| Annual return | 24.74% | 348.34%-323.6pp | 276.72%-252.0pp | 302.99%-278.2pp |
| Employer contribution / active EE | $971 | $5,105-81.0% | $4,646-79.1% | $4,763-79.6% |
| Participant deferral / active EE | $3,072 | $7,183-57.2% | $6,843-55.1% | $5,983-48.7% |
| Admin fee / account holder | $1,225 | $10,811-88.7% | $9,312-86.8% | $11,252-89.1% |