Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $217,984 | $183,627+18.7% | $155,602+40.1% | $145,978+49.3% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.6pp | 80.3%-24.7pp |
| Annual return | 11.99% | 61.32%-49.3pp | 64.81%-52.8pp | 550.52%-538.5pp |
| Employer contribution / active EE | $3,515 | $5,316-33.9% | $4,675-24.8% | $4,662-24.6% |
| Participant deferral / active EE | $6,667 | $6,466+3.1% | $5,629+18.4% | $6,690-0.3% |
| Admin fee / account holder | $2,000 | $19,327-89.7% | $15,923-87.4% | $13,400-85.1% |