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 | $230,290 | $111,535+106.5% | $105,223+118.9% | $137,256+67.8% |
| Participation rate | 52.9% | 78.1%-25.1pp | 75.0%-22.1pp | 80.0%-27.0pp |
| Annual return | 16.35% | 237.85%-221.5pp | 180.65%-164.3pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,453 | $3,939-63.1% | $3,689-60.6% | $4,156-65.0% |
| Participant deferral / active EE | $3,991 | $5,500-27.4% | $5,072-21.3% | $6,407-37.7% |
| Admin fee / account holder | $873 | $9,721-91.0% | $8,859-90.1% | $12,270-92.9% |