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 | $229,591 | $127,790+79.7% | $106,555+115.5% | $167,536+37.0% |
| Participation rate | 66.7% | 78.3%-11.6pp | 76.1%-9.5pp | 82.1%-15.4pp |
| Annual return | 23.91% | 33.88%-10.0pp | 26.80%-2.9pp | 478.82%-454.9pp |
| Employer contribution / active EE | $2,982 | $3,428-13.0% | $2,819+5.8% | $4,839-38.4% |
| Participant deferral / active EE | $5,449 | $5,088+7.1% | $4,399+23.9% | $6,342-14.1% |
| Admin fee / account holder | $54,887 | $11,229+388.8% | $7,408+640.9% | $12,315+345.7% |