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 | $195,528 | $175,257+11.6% | $149,717+30.6% | $139,456+40.2% |
| Participation rate | 55.6% | 83.4%-27.8pp | 78.8%-23.2pp | 80.3%-24.8pp |
| Annual return | 15.60% | 166.70%-151.1pp | 134.41%-118.8pp | 373.45%-357.9pp |
| Employer contribution / active EE | $2,100 | $5,477-61.7% | $4,820-56.4% | $4,753-55.8% |
| Participant deferral / active EE | $5,420 | $6,521-16.9% | $5,682-4.6% | $6,711-19.2% |
| Admin fee / account holder | $7,708 | $16,156-52.3% | $13,213-41.7% | $11,407-32.4% |