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 | $213,987 | $83,843+155.2% | $123,973+72.6% | $65,306+227.7% |
| Participation rate | 64.8% | 56.0%+8.9pp | 76.7%-11.8pp | 57.7%+7.2pp |
| Annual return | 17.49% | 19.87%-2.4pp | 388.13%-370.6pp | 21.94%-4.5pp |
| Employer contribution / active EE | $1,156 | $2,873-59.8% | $4,126-72.0% | $1,967-41.2% |
| Participant deferral / active EE | $8,709 | $2,997+190.6% | $5,247+66.0% | $2,959+194.3% |
| Admin fee / account holder | $19,313 | $4,735+307.8% | $11,799+63.7% | $3,480+455.0% |