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 | $216,806 | $159,978+35.5% | $147,041+47.4% | $145,978+48.5% |
| Participation rate | 63.2% | 84.0%-20.8pp | 82.2%-19.0pp | 80.3%-17.1pp |
| Annual return | 15.95% | 98.36%-82.4pp | 419.21%-403.3pp | 550.52%-534.6pp |
| Employer contribution / active EE | $5,340 | $5,288+1.0% | $4,935+8.2% | $4,662+14.6% |
| Participant deferral / active EE | $13,205 | $8,429+56.7% | $8,071+63.6% | $6,690+97.4% |
| Admin fee / account holder | $1,866 | $15,053-87.6% | $13,006-85.7% | $13,400-86.1% |