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 | $197,574 | $183,539+7.6% | $155,556+27.0% | $145,897+35.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 12.28% | 61.31%-49.0pp | 64.84%-52.6pp | 552.29%-540.0pp |
| Employer contribution / active EE | $3,996 | $5,315-24.8% | $4,675-14.5% | $4,663-14.3% |
| Participant deferral / active EE | $18,350 | $6,467+183.8% | $5,631+225.9% | $6,689+174.3% |
| Admin fee / account holder | $1,641 | $19,275-91.5% | $15,885-89.7% | $13,390-87.7% |