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 | $220,861 | $175,259+26.0% | $149,723+47.5% | $139,487+58.3% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 25.05% | 166.82%-141.8pp | 134.50%-109.4pp | 373.84%-348.8pp |
| Employer contribution / active EE | $1,170 | $5,478-78.6% | $4,821-75.7% | $4,755-75.4% |
| Participant deferral / active EE | $6,262 | $6,522-4.0% | $5,682+10.2% | $6,713-6.7% |
| Admin fee / account holder | $4,642 | $16,158-71.3% | $13,215-64.9% | $11,407-59.3% |