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 | $171,227 | $79,181+116.2% | $102,423+67.2% | $74,429+130.1% |
| Participation rate | 63.4% | 74.8%-11.4pp | 76.5%-13.1pp | 67.2%-3.9pp |
| Annual return | 11.29% | 54.97%-43.7pp | 29.42%-18.1pp | 1368.38%-1357.1pp |
| Employer contribution / active EE | $4,063 | $2,362+72.0% | $3,023+34.4% | $2,625+54.8% |
| Participant deferral / active EE | $5,647 | $4,416+27.9% | $5,054+11.7% | $4,348+29.9% |
| Admin fee / account holder | $22,127 | $2,002+1005.4% | $9,455+134.0% | $1,944+1038.1% |