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 | $204,271 | $197,637+3.4% | $177,848+14.9% | $158,982+28.5% |
| Participation rate | 63.6% | 88.5%-24.9pp | 87.7%-24.1pp | 82.0%-18.3pp |
| Annual return | 13.34% | 58.77%-45.4pp | 48.33%-35.0pp | 302.99%-289.6pp |
| Employer contribution / active EE | $2,118 | $6,698-68.4% | $5,919-64.2% | $4,763-55.5% |
| Participant deferral / active EE | $5,382 | $8,405-36.0% | $7,714-30.2% | $5,983-10.1% |
| Admin fee / account holder | $1,289 | $15,406-91.6% | $12,431-89.6% | $11,252-88.5% |