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 | $228,710 | $105,158+117.5% | $94,672+141.6% | $139,487+64.0% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 18.17% | 38.11%-19.9pp | 156.89%-138.7pp | 373.84%-355.7pp |
| Employer contribution / active EE | $27,614 | $4,107+572.3% | $3,673+651.8% | $4,755+480.8% |
| Participant deferral / active EE | $10,858 | $7,599+42.9% | $7,417+46.4% | $6,713+61.8% |
| Admin fee / account holder | $327 | $8,972-96.4% | $7,222-95.5% | $11,407-97.1% |