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 | $194,544 | $166,020+17.2% | $164,866+18.0% | $145,959+33.3% |
| Participation rate | 56.3% | 82.0%-25.8pp | 78.6%-22.4pp | 80.3%-24.0pp |
| Annual return | 9.43% | 100.08%-90.7pp | 69.97%-60.5pp | 561.95%-552.5pp |
| Employer contribution / active EE | $1,306 | $5,275-75.2% | $4,343-69.9% | $4,661-72.0% |
| Participant deferral / active EE | $3,180 | $6,961-54.3% | $6,033-47.3% | $6,689-52.5% |
| Admin fee / account holder | $11,966 | $16,644-28.1% | $12,689-5.7% | $13,398-10.7% |