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 | $226,463 | $95,383+137.4% | $185,837+21.9% | $85,856+163.8% |
| Participation rate | 62.1% | 68.8%-6.7pp | 81.7%-19.6pp | 69.3%-7.2pp |
| Annual return | 12.43% | 23.59%-11.2pp | 122.08%-109.6pp | 318.58%-306.2pp |
| Employer contribution / active EE | $1,726 | $3,313-47.9% | $5,168-66.6% | $2,565-32.7% |
| Participant deferral / active EE | $4,717 | $3,423+37.8% | $5,568-15.3% | $3,952+19.3% |
| Admin fee / account holder | $22,651 | $7,213+214.0% | $16,241+39.5% | $6,261+261.8% |