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 | $165,370 | $70,366+135.0% | $66,674+148.0% | $138,895+19.1% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.7%-11.2pp | 79.9%-17.4pp |
| Annual return | 13.38% | 386.41%-373.0pp | 321.24%-307.9pp | 145.39%-132.0pp |
| Employer contribution / active EE | $2,281 | $2,765-17.5% | $2,620-12.9% | $4,194-45.6% |
| Participant deferral / active EE | $6,595 | $4,374+50.8% | $4,084+61.5% | $6,396+3.1% |
| Admin fee / account holder | $47,125 | $5,262+795.5% | $5,098+824.4% | $12,562+275.1% |