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 | $138,966 | $217,427-36.1% | $185,837-25.2% | $167,518-17.0% |
| Participation rate | 69.6% | 86.0%-16.5pp | 81.7%-12.1pp | 82.1%-12.5pp |
| Annual return | 13.63% | 148.39%-134.8pp | 122.08%-108.4pp | 478.71%-465.1pp |
| Employer contribution / active EE | $2,152 | $5,874-63.4% | $5,168-58.4% | $4,838-55.5% |
| Participant deferral / active EE | $7,105 | $6,357+11.8% | $5,568+27.6% | $6,342+12.0% |
| Admin fee / account holder | $2,955 | $19,816-85.1% | $16,241-81.8% | $12,312-76.0% |