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 | $207,672 | $100,203+107.3% | $85,240+143.6% | $145,897+42.3% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 16.62% | 84.28%-67.7pp | 66.75%-50.1pp | 552.29%-535.7pp |
| Employer contribution / active EE | $1,292 | $3,242-60.2% | $2,735-52.8% | $4,663-72.3% |
| Participant deferral / active EE | $4,942 | $5,299-6.7% | $4,527+9.2% | $6,689-26.1% |
| Admin fee / account holder | $73,975 | $7,265+918.2% | $6,165+1100.0% | $13,390+452.4% |