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 | $243,235 | $227,399+7.0% | $189,758+28.2% | $198,609+22.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 79.8%-13.1pp | 82.4%-15.7pp |
| Annual return | 12.19% | 61.03%-48.8pp | 52.62%-40.4pp | 202.70%-190.5pp |
| Employer contribution / active EE | $1,786 | $5,526-67.7% | $4,767-62.5% | $5,055-64.7% |
| Participant deferral / active EE | $10,198 | $6,837+49.2% | $5,856+74.2% | $6,977+46.2% |
| Admin fee / account holder | $15,583 | $25,162-38.1% | $20,388-23.6% | $19,030-18.1% |