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 | $227,177 | $55,470+309.6% | $155,556+46.0% | $74,478+205.0% |
| Participation rate | 68.2% | 61.9%+6.3pp | 78.2%-10.0pp | 67.2%+1.0pp |
| Annual return | 15.67% | 269.80%-254.1pp | 64.84%-49.2pp | 1370.56%-1354.9pp |
| Employer contribution / active EE | $6,226 | $2,267+174.7% | $4,675+33.2% | $2,626+137.1% |
| Participant deferral / active EE | $5,441 | $2,838+91.7% | $5,631-3.4% | $4,350+25.1% |
| Admin fee / account holder | $11,692 | $1,744+570.3% | $15,885-26.4% | $1,946+500.9% |