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 | $188,924 | $85,766+120.3% | $136,298+38.6% | $70,126+169.4% |
| Participation rate | 69.0% | 74.2%-5.2pp | 81.9%-13.0pp | 69.5%-0.6pp |
| Annual return | 15.61% | 31.46%-15.9pp | 5156.27%-5140.7pp | 73.15%-57.5pp |
| Employer contribution / active EE | $4,734 | $2,966+59.6% | $4,696+0.8% | $2,343+102.1% |
| Participant deferral / active EE | $7,746 | $5,051+53.3% | $6,247+24.0% | $3,332+132.5% |
| Admin fee / account holder | $17,108 | $5,421+215.6% | $9,244+85.1% | $4,645+268.3% |