Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $165,990 | $160,070+3.7% | $147,117+12.8% | $145,897+13.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 17.12% | 98.69%-81.6pp | 420.54%-403.4pp | 552.29%-535.2pp |
| Employer contribution / active EE | $4,061 | $5,285-23.2% | $4,932-17.7% | $4,663-12.9% |
| Participant deferral / active EE | $11,723 | $8,419+39.2% | $8,065+45.4% | $6,689+75.3% |
| Admin fee / account holder | $1,560 | $15,035-89.6% | $12,993-88.0% | $13,390-88.4% |