Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $158,317 | $160,028-1.1% | $147,080+7.6% | $145,884+8.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.65% | 98.60%-86.0pp | 420.17%-407.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $14,157 | $5,286+167.8% | $4,933+187.0% | $4,662+203.7% |
| Participant deferral / active EE | $13,669 | $8,422+62.3% | $8,066+69.5% | $6,690+104.3% |
| Admin fee / account holder | $962 | $15,030-93.6% | $12,989-92.6% | $13,392-92.8% |