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 | $143,467 | $180,749-20.6% | $160,784-10.8% | $137,256+4.5% |
| Participation rate | 52.6% | 80.0%-27.3pp | 77.0%-24.3pp | 80.0%-27.3pp |
| Annual return | 14.19% | 2234.46%-2220.3pp | 1803.92%-1789.7pp | 220.34%-206.1pp |
| Employer contribution / active EE | $1,273 | $4,155-69.4% | $3,733-65.9% | $4,156-69.4% |
| Participant deferral / active EE | $4,164 | $6,844-39.2% | $6,293-33.8% | $6,407-35.0% |
| Admin fee / account holder | $3,308 | $10,397-68.2% | $9,717-66.0% | $12,270-73.0% |