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 | $224,799 | $217,432+3.4% | $185,851+21.0% | $167,553+34.2% |
| Participation rate | 54.5% | 86.1%-31.5pp | 81.7%-27.2pp | 82.1%-27.6pp |
| Annual return | 14.29% | 148.43%-134.1pp | 122.11%-107.8pp | 478.89%-464.6pp |
| Employer contribution / active EE | $1,833 | $5,874-68.8% | $5,168-64.5% | $4,840-62.1% |
| Participant deferral / active EE | $4,027 | $6,357-36.7% | $5,569-27.7% | $6,343-36.5% |
| Admin fee / account holder | $3,635 | $19,820-81.7% | $16,245-77.6% | $12,316-70.5% |