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 | $240,839 | $69,515+246.5% | $86,868+177.2% | $85,856+180.5% |
| Participation rate | 63.0% | 66.3%-3.3pp | 71.6%-8.6pp | 69.3%-6.3pp |
| Annual return | 12.80% | 20.12%-7.3pp | 63.53%-50.7pp | 318.58%-305.8pp |
| Employer contribution / active EE | $1,802 | $1,880-4.2% | $2,496-27.8% | $2,565-29.7% |
| Participant deferral / active EE | $7,055 | $2,919+141.7% | $3,699+90.7% | $3,952+78.5% |
| Admin fee / account holder | $10,726 | $5,972+79.6% | $5,829+84.0% | $6,261+71.3% |