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 | $200,986 | $107,941+86.2% | $91,994+118.5% | $152,897+31.5% |
| Participation rate | 66.7% | 81.2%-14.5pp | 78.6%-12.0pp | 82.5%-15.8pp |
| Annual return | 26.81% | 89.28%-62.5pp | 69.04%-42.2pp | 345.43%-318.6pp |
| Employer contribution / active EE | $10,595 | $4,212+151.6% | $3,453+206.9% | $4,764+122.4% |
| Participant deferral / active EE | $10,415 | $6,366+63.6% | $5,924+75.8% | $5,851+78.0% |
| Admin fee / account holder | $9,188 | $10,521-12.7% | $7,744+18.6% | $11,599-20.8% |