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 | $212,876 | $148,623+43.2% | $135,974+56.6% | $139,466+52.6% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 17.67% | 79.30%-61.6pp | 68.30%-50.6pp | 373.66%-356.0pp |
| Employer contribution / active EE | $12,459 | $5,246+137.5% | $4,859+156.4% | $4,754+162.1% |
| Participant deferral / active EE | $6,569 | $8,103-18.9% | $7,760-15.4% | $6,712-2.1% |
| Admin fee / account holder | $4,752 | $12,406-61.7% | $10,767-55.9% | $11,409-58.4% |