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 | $221,679 | $162,136+36.7% | $152,301+45.6% | $154,746+43.3% |
| Participation rate | 60.0% | 84.1%-24.1pp | 82.4%-22.4pp | 80.7%-20.7pp |
| Annual return | 21.87% | 91.02%-69.2pp | 80.50%-58.6pp | 172.34%-150.5pp |
| Employer contribution / active EE | $3,048 | $4,890-37.7% | $4,624-34.1% | $4,379-30.4% |
| Participant deferral / active EE | $14,760 | $8,341+77.0% | $8,004+84.4% | $6,730+119.3% |
| Admin fee / account holder | $2,337 | $15,759-85.2% | $14,398-83.8% | $14,365-83.7% |