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 | $215,956 | $201,344+7.3% | $184,243+17.2% | $145,877+48.0% |
| Participation rate | 61.5% | 87.5%-26.0pp | 86.8%-25.3pp | 80.3%-18.8pp |
| Annual return | 17.91% | 29.01%-11.1pp | 28.82%-10.9pp | 551.28%-533.4pp |
| Employer contribution / active EE | $2,251 | $7,022-67.9% | $6,427-65.0% | $4,663-51.7% |
| Participant deferral / active EE | $7,140 | $9,807-27.2% | $9,132-21.8% | $6,691+6.7% |
| Admin fee / account holder | $524 | $16,382-96.8% | $13,914-96.2% | $13,402-96.1% |