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 | $238,676 | $115,814+106.1% | $101,275+135.7% | $158,982+50.1% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 15.47% | 56.16%-40.7pp | 46.48%-31.0pp | 302.99%-287.5pp |
| Employer contribution / active EE | $1,341 | $4,176-67.9% | $3,660-63.4% | $4,763-71.9% |
| Participant deferral / active EE | $13,000 | $4,958+162.2% | $4,371+197.4% | $5,983+117.3% |
| Admin fee / account holder | $2,322 | $7,249-68.0% | $5,948-61.0% | $11,252-79.4% |