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 | $217,971 | $211,288+3.2% | $178,540+22.1% | $145,884+49.4% |
| Participation rate | 39.1% | 80.8%-41.7pp | 77.1%-38.0pp | 80.3%-41.2pp |
| Annual return | 14.71% | 30.27%-15.6pp | 27.15%-12.4pp | 551.85%-537.1pp |
| Employer contribution / active EE | $1,657 | $4,574-63.8% | $3,953-58.1% | $4,662-64.5% |
| Participant deferral / active EE | $2,091 | $6,967-70.0% | $6,281-66.7% | $6,690-68.7% |
| Admin fee / account holder | $37,358 | $12,105+208.6% | $10,424+258.4% | $13,392+179.0% |