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 | $209,422 | $102,696+103.9% | $86,235+142.8% | $139,487+50.1% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.0%-13.4pp | 80.3%-24.8pp |
| Annual return | 15.08% | 1925.91%-1910.8pp | 1170.03%-1154.9pp | 373.84%-358.8pp |
| Employer contribution / active EE | $1,265 | $3,034-58.3% | $2,381-46.9% | $4,755-73.4% |
| Participant deferral / active EE | $7,117 | $4,679+52.1% | $3,987+78.5% | $6,713+6.0% |
| Admin fee / account holder | $9,370 | $8,667+8.1% | $6,856+36.7% | $11,407-17.9% |