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 | $189,074 | $105,960+78.4% | $81,726+131.4% | $158,982+18.9% |
| Participation rate | 64.3% | 75.6%-11.3pp | 72.0%-7.7pp | 82.0%-17.7pp |
| Annual return | 23.63% | 38.19%-14.6pp | 29.49%-5.9pp | 302.99%-279.4pp |
| Employer contribution / active EE | $2,027 | $7,805-74.0% | $4,311-53.0% | $4,763-57.4% |
| Participant deferral / active EE | $5,764 | $13,011-55.7% | $7,108-18.9% | $5,983-3.7% |
| Admin fee / account holder | $7,451 | $8,494-12.3% | $5,160+44.4% | $11,252-33.8% |