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 | $192,222 | $111,535+72.3% | $105,223+82.7% | $137,256+40.0% |
| Participation rate | 22.2% | 78.1%-55.9pp | 75.0%-52.8pp | 80.0%-57.7pp |
| Annual return | 20.31% | 237.85%-217.5pp | 180.65%-160.3pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,236 | $3,939-68.6% | $3,689-66.5% | $4,156-70.3% |
| Participant deferral / active EE | $6,889 | $5,500+25.3% | $5,072+35.8% | $6,407+7.5% |
| Admin fee / account holder | $1,706 | $9,721-82.5% | $8,859-80.7% | $12,270-86.1% |