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 | $188,075 | $107,368+75.2% | $92,915+102.4% | $152,909+23.0% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 21.56% | 145.64%-124.1pp | 109.45%-87.9pp | 345.46%-323.9pp |
| Employer contribution / active EE | $1,770 | $4,222-58.1% | $3,653-51.6% | $4,764-62.8% |
| Participant deferral / active EE | $5,750 | $4,848+18.6% | $4,238+35.7% | $5,851-1.7% |
| Admin fee / account holder | $2,020 | $7,082-71.5% | $5,796-65.2% | $11,601-82.6% |