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 | $175,732 | $217,392-19.2% | $185,818-5.4% | $167,497+4.9% |
| Participation rate | 64.3% | 86.0%-21.8pp | 81.7%-17.4pp | 82.1%-17.8pp |
| Annual return | 11.02% | 148.37%-137.3pp | 122.06%-111.0pp | 478.62%-467.6pp |
| Employer contribution / active EE | $1,532 | $5,873-73.9% | $5,168-70.3% | $4,838-68.3% |
| Participant deferral / active EE | $3,914 | $6,357-38.4% | $5,568-29.7% | $6,341-38.3% |
| Admin fee / account holder | $3,572 | $19,813-82.0% | $16,239-78.0% | $12,310-71.0% |