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 | $169,916 | $79,223+114.5% | $102,460+65.8% | $74,478+128.1% |
| Participation rate | 57.3% | 74.8%-17.5pp | 76.5%-19.2pp | 67.2%-9.9pp |
| Annual return | 13.14% | 54.98%-41.8pp | 29.47%-16.3pp | 1370.56%-1357.4pp |
| Employer contribution / active EE | $2,123 | $2,363-10.2% | $3,025-29.8% | $2,626-19.2% |
| Participant deferral / active EE | $5,391 | $4,417+22.0% | $5,056+6.6% | $4,350+23.9% |
| Admin fee / account holder | $5,521 | $2,003+175.6% | $9,460-41.6% | $1,946+183.7% |