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 | $157,907 | $111,535+41.6% | $105,223+50.1% | $137,256+15.0% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 21.25% | 237.85%-216.6pp | 180.65%-159.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $1,831 | $3,939-53.5% | $3,689-50.4% | $4,156-56.0% |
| Participant deferral / active EE | $11,228 | $5,500+104.2% | $5,072+121.4% | $6,407+75.3% |
| Admin fee / account holder | $976 | $9,721-90.0% | $8,859-89.0% | $12,270-92.0% |