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 | $219,349 | $85,766+155.8% | $136,298+60.9% | $70,126+212.8% |
| Participation rate | 65.8% | 74.2%-8.4pp | 81.9%-16.1pp | 69.5%-3.8pp |
| Annual return | 85.21% | 31.46%+53.8pp | 5156.27%-5071.1pp | 73.15%+12.1pp |
| Employer contribution / active EE | $2,260 | $2,966-23.8% | $4,696-51.9% | $2,343-3.5% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $6,918 | $5,421+27.6% | $9,244-25.2% | $4,645+48.9% |