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 | $222,734 | $110,830+101.0% | $86,625+157.1% | $167,553+32.9% |
| Participation rate | 54.5% | 75.8%-21.2pp | 71.6%-17.1pp | 82.1%-27.6pp |
| Annual return | 15.22% | 116.99%-101.8pp | 63.52%-48.3pp | 478.89%-463.7pp |
| Employer contribution / active EE | $1,935 | $3,245-40.4% | $2,496-22.5% | $4,840-60.0% |
| Participant deferral / active EE | $5,553 | $4,548+22.1% | $3,700+50.1% | $6,343-12.5% |
| Admin fee / account holder | $4,049 | $8,420-51.9% | $5,830-30.6% | $12,316-67.1% |