Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $222,689 | $97,125+129.3% | $86,233+158.2% | $137,256+62.2% |
| Participation rate | 11.8% | 74.2%-62.4pp | 69.0%-57.3pp | 80.0%-68.2pp |
| Annual return | 18.07% | 74.19%-56.1pp | 61.39%-43.3pp | 220.34%-202.3pp |
| Employer contribution / active EE | $623 | $2,841-78.1% | $2,504-75.1% | $4,156-85.0% |
| Participant deferral / active EE | $3,834 | $5,180-26.0% | $4,559-15.9% | $6,407-40.2% |
| Admin fee / account holder | $2,028 | $9,725-79.1% | $8,342-75.7% | $12,270-83.5% |