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 | $167,419 | $88,754+88.6% | $81,820+104.6% | $145,877+14.8% |
| Participation rate | 68.8% | 75.1%-6.3pp | 72.4%-3.6pp | 80.3%-11.6pp |
| Annual return | 9.78% | 1031.77%-1022.0pp | 777.93%-768.2pp | 551.28%-541.5pp |
| Employer contribution / active EE | $581 | $3,085-81.2% | $2,915-80.1% | $4,663-87.5% |
| Participant deferral / active EE | $3,998 | $4,648-14.0% | $4,323-7.5% | $6,691-40.3% |
| Admin fee / account holder | $1,772 | $8,424-79.0% | $7,391-76.0% | $13,402-86.8% |