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 | $227,354 | $61,125+271.9% | $94,057+141.7% | $87,485+159.9% |
| Participation rate | 40.3% | 64.1%-23.8pp | 73.3%-33.1pp | 68.9%-28.7pp |
| Annual return | 15.22% | 35.20%-20.0pp | 480.62%-465.4pp | 26.06%-10.8pp |
| Employer contribution / active EE | $1,635 | $2,136-23.5% | $2,933-44.2% | $2,596-37.0% |
| Participant deferral / active EE | $5,638 | $3,260+72.9% | $4,709+19.7% | $4,274+31.9% |
| Admin fee / account holder | $12,088 | $5,629+114.8% | $7,244+66.9% | $7,775+55.5% |