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 | $200,587 | $149,679+34.0% | $117,039+71.4% | $147,586+35.9% |
| Participation rate | 68.8% | 83.5%-14.7pp | 77.2%-8.4pp | 82.8%-14.1pp |
| Annual return | 15.83% | 19.31%-3.5pp | 18.95%-3.1pp | 578.59%-562.8pp |
| Employer contribution / active EE | $909 | $4,937-81.6% | $3,785-76.0% | $4,876-81.4% |
| Participant deferral / active EE | $2,299 | $4,912-53.2% | $3,929-41.5% | $5,439-57.7% |
| Admin fee / account holder | $495 | $7,856-93.7% | $5,974-91.7% | $10,886-95.5% |