Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $129,491 | $57,285+126.0% | $86,605+49.5% | $75,173+72.3% |
| Participation rate | 66.7% | 63.2%+3.5pp | 71.7%-5.0pp | 67.2%-0.5pp |
| Annual return | 13.72% | 2671.04%-2657.3pp | 591.39%-577.7pp | 160.65%-146.9pp |
| Employer contribution / active EE | $2,187 | $2,315-5.5% | $3,023-27.7% | $2,670-18.1% |
| Participant deferral / active EE | $5,011 | $3,318+51.0% | $4,438+12.9% | $4,126+21.5% |
| Admin fee / account holder | $12,297 | $4,112+199.1% | $5,611+119.1% | $5,651+117.6% |