Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $234,253 | $102,422+128.7% | $147,117+59.2% | $80,959+189.3% |
| Participation rate | 64.3% | 75.9%-11.6pp | 82.2%-17.9pp | 67.7%-3.4pp |
| Annual return | 12.30% | 135.16%-122.9pp | 420.54%-408.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $2,699 | $3,717-27.4% | $4,932-45.3% | $2,757-2.1% |
| Participant deferral / active EE | $10,752 | $6,652+61.6% | $8,065+33.3% | $4,300+150.0% |
| Admin fee / account holder | $1,096 | $7,953-86.2% | $12,993-91.6% | $6,925-84.2% |