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 | $183,923 | $183,539+0.2% | $155,556+18.2% | $145,897+26.1% |
| Participation rate | 68.2% | 82.7%-14.5pp | 78.2%-10.0pp | 80.3%-12.1pp |
| Annual return | 14.70% | 61.31%-46.6pp | 64.84%-50.1pp | 552.29%-537.6pp |
| Employer contribution / active EE | $2,911 | $5,315-45.2% | $4,675-37.7% | $4,663-37.6% |
| Participant deferral / active EE | $5,985 | $6,467-7.5% | $5,631+6.3% | $6,689-10.5% |
| Admin fee / account holder | $3,692 | $19,275-80.8% | $15,885-76.8% | $13,390-72.4% |