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 | $178,791 | $157,276+13.7% | $141,177+26.6% | $152,885+16.9% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 38.62% | 64.33%-25.7pp | 71.40%-32.8pp | 345.39%-306.8pp |
| Employer contribution / active EE | $7,500 | $5,262+42.5% | $4,736+58.4% | $4,763+57.5% |
| Participant deferral / active EE | $13,719 | $7,110+92.9% | $6,710+104.5% | $5,851+134.5% |
| Admin fee / account holder | $1,857 | $12,123-84.7% | $10,263-81.9% | $11,598-84.0% |