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 | $248,739 | $110,410+125.3% | $102,437+142.8% | $145,897+70.5% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 10.96% | 24.85%-13.9pp | 24.95%-14.0pp | 552.29%-541.3pp |
| Employer contribution / active EE | $3,812 | $4,217-9.6% | $3,871-1.5% | $4,663-18.2% |
| Participant deferral / active EE | $11,765 | $5,622+109.3% | $5,060+132.5% | $6,689+75.9% |
| Admin fee / account holder | $12,693 | $9,745+30.3% | $8,388+51.3% | $13,390-5.2% |