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 | $221,865 | $117,829+88.3% | $102,423+116.6% | $145,877+52.1% |
| Participation rate | 69.2% | 78.6%-9.4pp | 76.5%-7.3pp | 80.3%-11.1pp |
| Annual return | 8.71% | 31.83%-23.1pp | 29.42%-20.7pp | 551.28%-542.6pp |
| Employer contribution / active EE | $48,147 | $3,615+1232.0% | $3,023+1492.7% | $4,663+932.5% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,691-100.0% |
| Admin fee / account holder | $23,219 | $13,335+74.1% | $9,455+145.6% | $13,402+73.3% |