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 | $164,119 | $112,935+45.3% | $90,970+80.4% | $158,966+3.2% |
| Participation rate | 58.8% | 74.7%-15.9pp | 69.0%-10.2pp | 82.0%-23.1pp |
| Annual return | 11.68% | 215.79%-204.1pp | 134.58%-122.9pp | 302.95%-291.3pp |
| Employer contribution / active EE | $1,776 | $2,895-38.6% | $2,122-16.3% | $4,762-62.7% |
| Participant deferral / active EE | $2,152 | $4,129-47.9% | $3,373-36.2% | $5,983-64.0% |
| Admin fee / account holder | $2,117 | $8,045-73.7% | $5,960-64.5% | $11,250-81.2% |