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 | $242,485 | $78,670+208.2% | $109,173+122.1% | $85,847+182.5% |
| Participation rate | 60.0% | 68.3%-8.3pp | 75.9%-15.9pp | 69.3%-9.3pp |
| Annual return | 16.70% | 25.09%-8.4pp | 25.75%-9.1pp | 318.61%-301.9pp |
| Employer contribution / active EE | $2,069 | $2,734-24.3% | $3,723-44.4% | $2,565-19.3% |
| Participant deferral / active EE | $5,070 | $3,467+46.2% | $4,654+8.9% | $3,952+28.3% |
| Admin fee / account holder | $830 | $5,469-84.8% | $6,755-87.7% | $6,261-86.7% |