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 | $232,656 | $88,672+162.4% | $105,223+121.1% | $82,448+182.2% |
| Participation rate | 66.3% | 67.9%-1.6pp | 75.0%-8.8pp | 68.1%-1.8pp |
| Annual return | 14.56% | 30.86%-16.3pp | 180.65%-166.1pp | 41.64%-27.1pp |
| Employer contribution / active EE | $2,567 | $3,048-15.8% | $3,689-30.4% | $2,551+0.6% |
| Participant deferral / active EE | $9,032 | $4,036+123.8% | $5,072+78.1% | $4,139+118.2% |
| Admin fee / account holder | $16,503 | $7,146+130.9% | $8,859+86.3% | $7,234+128.1% |