Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $241,866 | $162,136+49.2% | $152,301+58.8% | $154,746+56.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 18.11% | 91.02%-72.9pp | 80.50%-62.4pp | 172.34%-154.2pp |
| Employer contribution / active EE | $24,363 | $4,890+398.2% | $4,624+426.8% | $4,379+456.4% |
| Participant deferral / active EE | $19,173 | $8,341+129.9% | $8,004+139.5% | $6,730+184.9% |
| Admin fee / account holder | $15,671 | $15,759-0.6% | $14,398+8.8% | $14,365+9.1% |