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 | $226,437 | $202,342+11.9% | $172,752+31.1% | $152,897+48.1% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 20.68% | 1029.83%-1009.1pp | 802.97%-782.3pp | 345.43%-324.8pp |
| Employer contribution / active EE | $1,697 | $5,858-71.0% | $5,144-67.0% | $4,764-64.4% |
| Participant deferral / active EE | $6,000 | $5,948+0.9% | $5,198+15.4% | $5,851+2.5% |
| Admin fee / account holder | $2,331 | $17,111-86.4% | $13,955-83.3% | $11,599-79.9% |