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 | $118,214 | $226,105-47.7% | $182,540-35.2% | $152,897-22.7% |
| Participation rate | 63.6% | 82.5%-18.8pp | 78.0%-14.3pp | 82.5%-18.8pp |
| Annual return | 25.21% | 192.58%-167.4pp | 148.58%-123.4pp | 345.43%-320.2pp |
| Employer contribution / active EE | $7,238 | $4,978+45.4% | $4,076+77.6% | $4,764+52.0% |
| Participant deferral / active EE | $7,111 | $6,370+11.6% | $5,525+28.7% | $5,851+21.5% |
| Admin fee / account holder | $11,497 | $10,706+7.4% | $8,593+33.8% | $11,599-0.9% |