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 | $175,270 | $185,312-5.4% | $161,489+8.5% | $154,746+13.3% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 11.15% | 103.84%-92.7pp | 89.72%-78.6pp | 172.34%-161.2pp |
| Employer contribution / active EE | $2,691 | $4,769-43.6% | $4,268-37.0% | $4,379-38.6% |
| Participant deferral / active EE | $4,200 | $6,350-33.9% | $5,630-25.4% | $6,730-37.6% |
| Admin fee / account holder | $129,965 | $18,654+596.7% | $16,006+712.0% | $14,365+804.7% |