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 | $192,755 | $102,429+88.2% | $147,096+31.0% | $80,925+138.2% |
| Participation rate | 65.8% | 75.9%-10.1pp | 82.2%-16.4pp | 67.7%-1.9pp |
| Annual return | 21.60% | 135.02%-113.4pp | 419.75%-398.1pp | 35.65%-14.0pp |
| Employer contribution / active EE | $10,167 | $3,716+173.6% | $4,936+106.0% | $2,756+268.9% |
| Participant deferral / active EE | $14,013 | $6,649+110.8% | $8,071+73.6% | $4,299+226.0% |
| Admin fee / account holder | $14,934 | $7,957+87.7% | $13,005+14.8% | $6,940+115.2% |