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 | $165,955 | $183,539-9.6% | $155,556+6.7% | $145,897+13.7% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 13.92% | 61.31%-47.4pp | 64.84%-50.9pp | 552.29%-538.4pp |
| Employer contribution / active EE | $1,967 | $5,315-63.0% | $4,675-57.9% | $4,663-57.8% |
| Participant deferral / active EE | $7,840 | $6,467+21.2% | $5,631+39.2% | $6,689+17.2% |
| Admin fee / account holder | $1,234 | $19,275-93.6% | $15,885-92.2% | $13,390-90.8% |