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 | $236,461 | $105,929+123.2% | $81,926+188.6% | $158,950+48.8% |
| Participation rate | 25.0% | 75.6%-50.6pp | 72.0%-47.0pp | 82.0%-57.0pp |
| Annual return | 22.95% | 38.19%-15.2pp | 29.49%-6.5pp | 302.91%-280.0pp |
| Employer contribution / active EE | $1,500 | $7,802-80.8% | $4,310-65.2% | $4,762-68.5% |
| Participant deferral / active EE | $4,375 | $13,007-66.4% | $7,108-38.4% | $5,983-26.9% |
| Admin fee / account holder | $1,550 | $8,492-81.7% | $5,159-70.0% | $11,248-86.2% |