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 | $215,407 | $175,231+22.9% | $149,696+43.9% | $139,466+54.5% |
| Participation rate | 42.9% | 83.4%-40.5pp | 78.8%-35.9pp | 80.3%-37.5pp |
| Annual return | 12.02% | 166.77%-154.8pp | 134.46%-122.4pp | 373.66%-361.6pp |
| Employer contribution / active EE | $1,886 | $5,478-65.6% | $4,821-60.9% | $4,754-60.3% |
| Participant deferral / active EE | $4,286 | $6,521-34.3% | $5,682-24.6% | $6,712-36.1% |
| Admin fee / account holder | $2,422 | $16,155-85.0% | $13,212-81.7% | $11,409-78.8% |