Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $149,637 | $111,535+34.2% | $105,223+42.2% | $137,256+9.0% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 80.0%-35.5pp |
| Annual return | 21.33% | 237.85%-216.5pp | 180.65%-159.3pp | 220.34%-199.0pp |
| Employer contribution / active EE | $2,318 | $3,939-41.2% | $3,689-37.2% | $4,156-44.2% |
| Participant deferral / active EE | $6,863 | $5,500+24.8% | $5,072+35.3% | $6,407+7.1% |
| Admin fee / account holder | $1,339 | $9,721-86.2% | $8,859-84.9% | $12,270-89.1% |