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 | $150,557 | $156,616-3.9% | $133,346+12.9% | $198,609-24.2% |
| Participation rate | 61.1% | 77.7%-16.6pp | 72.8%-11.7pp | 82.4%-21.3pp |
| Annual return | 12.30% | 44.25%-31.9pp | 36.85%-24.5pp | 202.70%-190.4pp |
| Employer contribution / active EE | $1,862 | $3,368-44.7% | $2,853-34.8% | $5,055-63.2% |
| Participant deferral / active EE | $3,962 | $4,920-19.5% | $4,332-8.5% | $6,977-43.2% |
| Admin fee / account holder | $9,577 | $17,468-45.2% | $14,264-32.9% | $19,030-49.7% |