Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $216,926 | $110,337+96.6% | $102,383+111.9% | $145,877+48.7% |
| Participation rate | 60.0% | 77.9%-17.9pp | 74.5%-14.5pp | 80.3%-20.3pp |
| Annual return | 17.53% | 24.83%-7.3pp | 24.94%-7.4pp | 551.28%-533.8pp |
| Employer contribution / active EE | $2,224 | $4,216-47.3% | $3,870-42.5% | $4,663-52.3% |
| Participant deferral / active EE | $15,300 | $5,621+172.2% | $5,060+202.4% | $6,691+128.7% |
| Admin fee / account holder | $2,373 | $9,750-75.7% | $8,391-71.7% | $13,402-82.3% |