Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $238,376 | $174,379+36.7% | $152,093+56.7% | $138,895+71.6% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 17.09% | 74.86%-57.8pp | 66.36%-49.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $2,460 | $4,652-47.1% | $4,175-41.1% | $4,194-41.4% |
| Participant deferral / active EE | $8,672 | $6,159+40.8% | $5,451+59.1% | $6,396+35.6% |
| Admin fee / account holder | $13,756 | $16,880-18.5% | $14,497-5.1% | $12,562+9.5% |