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 | $193,494 | $111,535+73.5% | $105,223+83.9% | $137,256+41.0% |
| Participation rate | 60.0% | 78.1%-18.1pp | 75.0%-15.0pp | 80.0%-20.0pp |
| Annual return | 15.47% | 237.85%-222.4pp | 180.65%-165.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $3,229 | $3,939-18.0% | $3,689-12.4% | $4,156-22.3% |
| Participant deferral / active EE | $11,395 | $5,500+107.2% | $5,072+124.7% | $6,407+77.9% |
| Admin fee / account holder | $3,162 | $9,721-67.5% | $8,859-64.3% | $12,270-74.2% |