Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $144,201 | $99,053+45.6% | $88,179+63.5% | $138,895+3.8% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.1%-19.1pp | 79.9%-29.9pp |
| Annual return | 17.18% | 78.17%-61.0pp | 64.97%-47.8pp | 145.39%-128.2pp |
| Employer contribution / active EE | $4,288 | $2,882+48.8% | $2,549+68.2% | $4,194+2.2% |
| Participant deferral / active EE | $12,729 | $5,225+143.6% | $4,614+175.9% | $6,396+99.0% |
| Admin fee / account holder | $13,466 | $8,748+53.9% | $7,673+75.5% | $12,562+7.2% |