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 | $242,142 | $185,312+30.7% | $161,489+49.9% | $154,746+56.5% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.7%-12.0pp | 80.7%-14.0pp |
| Annual return | 19.38% | 103.84%-84.5pp | 89.72%-70.3pp | 172.34%-153.0pp |
| Employer contribution / active EE | $12,384 | $4,769+159.7% | $4,268+190.1% | $4,379+182.8% |
| Participant deferral / active EE | $8,003 | $6,350+26.0% | $5,630+42.1% | $6,730+18.9% |
| Admin fee / account holder | $1,659 | $18,654-91.1% | $16,006-89.6% | $14,365-88.5% |