Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $218,904 | $209,428+4.5% | $178,498+22.6% | $158,950+37.7% |
| Participation rate | 40.0% | 86.4%-46.4pp | 81.9%-41.9pp | 82.0%-42.0pp |
| Annual return | 21.25% | 188.78%-167.5pp | 151.09%-129.8pp | 302.91%-281.7pp |
| Employer contribution / active EE | $1,207 | $5,707-78.9% | $5,011-75.9% | $4,762-74.7% |
| Participant deferral / active EE | $4,380 | $5,955-26.4% | $5,202-15.8% | $5,983-26.8% |
| Admin fee / account holder | $3,910 | $17,077-77.1% | $13,985-72.0% | $11,248-65.2% |