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 | $188,101 | $107,363+75.2% | $92,909+102.5% | $152,897+23.0% |
| Participation rate | 25.0% | 79.8%-54.8pp | 76.0%-51.0pp | 82.5%-57.5pp |
| Annual return | 23.21% | 145.63%-122.4pp | 109.44%-86.2pp | 345.43%-322.2pp |
| Employer contribution / active EE | $5,902 | $4,222+39.8% | $3,653+61.5% | $4,764+23.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,987 | $7,082-71.9% | $5,795-65.7% | $11,599-82.9% |