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 | $226,782 | $134,817+68.2% | $123,973+82.9% | $155,188+46.1% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.7%-19.5pp | 80.8%-23.7pp |
| Annual return | 18.65% | 515.49%-496.8pp | 388.13%-369.5pp | 148.84%-130.2pp |
| Employer contribution / active EE | $1,744 | $4,425-60.6% | $4,126-57.7% | $4,248-58.9% |
| Participant deferral / active EE | $7,939 | $5,706+39.1% | $5,247+51.3% | $6,531+21.5% |
| Admin fee / account holder | $4,460 | $13,245-66.3% | $11,799-62.2% | $14,480-69.2% |