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 | $169,954 | $89,367+90.2% | $141,191+20.4% | $72,975+132.9% |
| Participation rate | 64.3% | 75.1%-10.8pp | 82.5%-18.2pp | 69.5%-5.2pp |
| Annual return | 24.93% | 111.87%-86.9pp | 71.41%-46.5pp | 81.01%-56.1pp |
| Employer contribution / active EE | $6,852 | $3,115+120.0% | $4,736+44.7% | $2,440+180.8% |
| Participant deferral / active EE | $6,572 | $5,419+21.3% | $6,710-2.1% | $3,608+82.2% |
| Admin fee / account holder | $1,873 | $5,957-68.6% | $10,264-81.8% | $5,124-63.4% |