Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $163,784 | $174,379-6.1% | $152,093+7.7% | $138,895+17.9% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 23.57% | 74.86%-51.3pp | 66.36%-42.8pp | 145.39%-121.8pp |
| Employer contribution / active EE | $1,723 | $4,652-63.0% | $4,175-58.7% | $4,194-58.9% |
| Participant deferral / active EE | $11,500 | $6,159+86.7% | $5,451+111.0% | $6,396+79.8% |
| Admin fee / account holder | $609 | $16,880-96.4% | $14,497-95.8% | $12,562-95.2% |