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 | $239,717 | $166,268+44.2% | $165,100+45.2% | $145,897+64.3% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 12.80% | 100.52%-87.7pp | 70.21%-57.4pp | 552.29%-539.5pp |
| Employer contribution / active EE | $2,024 | $5,284-61.7% | $4,348-53.4% | $4,663-56.6% |
| Participant deferral / active EE | $7,241 | $6,964+4.0% | $6,035+20.0% | $6,689+8.2% |
| Admin fee / account holder | $6,501 | $16,659-61.0% | $12,696-48.8% | $13,390-51.5% |