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 | $221,813 | $160,070+38.6% | $147,117+50.8% | $145,897+52.0% |
| Participation rate | 52.4% | 84.0%-31.6pp | 82.2%-29.8pp | 80.3%-27.9pp |
| Annual return | 16.33% | 98.69%-82.4pp | 420.54%-404.2pp | 552.29%-536.0pp |
| Employer contribution / active EE | $2,710 | $5,285-48.7% | $4,932-45.1% | $4,663-41.9% |
| Participant deferral / active EE | $8,255 | $8,419-2.0% | $8,065+2.4% | $6,689+23.4% |
| Admin fee / account holder | $2,551 | $15,035-83.0% | $12,993-80.4% | $13,390-80.9% |