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 | $240,910 | $80,705+198.5% | $115,768+108.1% | $67,986+254.4% |
| Participation rate | 67.5% | 63.0%+4.6pp | 74.4%-6.8pp | 57.2%+10.3pp |
| Annual return | 16.63% | 18.49%-1.9pp | 100.46%-83.8pp | 31.67%-15.0pp |
| Employer contribution / active EE | $12,600 | $2,046+515.7% | $2,940+328.6% | $2,019+524.1% |
| Participant deferral / active EE | $6,121 | $3,559+72.0% | $4,917+24.5% | $3,358+82.3% |
| Admin fee / account holder | $9,181 | $4,135+122.0% | $12,439-26.2% | $3,203+186.6% |