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 | $246,988 | $129,737+90.4% | $119,126+107.3% | $154,746+59.6% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 13.16% | 379.08%-365.9pp | 282.11%-268.9pp | 172.34%-159.2pp |
| Employer contribution / active EE | $2,673 | $4,375-38.9% | $4,034-33.7% | $4,379-39.0% |
| Participant deferral / active EE | $8,108 | $5,842+38.8% | $5,318+52.5% | $6,730+20.5% |
| Admin fee / account holder | $26,419 | $11,961+120.9% | $10,693+147.1% | $14,365+83.9% |