Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $224,838 | $183,539+22.5% | $155,556+44.5% | $145,897+54.1% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 9.92% | 61.31%-51.4pp | 64.84%-54.9pp | 552.29%-542.4pp |
| Employer contribution / active EE | $2,338 | $5,315-56.0% | $4,675-50.0% | $4,663-49.9% |
| Participant deferral / active EE | $6,033 | $6,467-6.7% | $5,631+7.1% | $6,689-9.8% |
| Admin fee / account holder | $1,820 | $19,275-90.6% | $15,885-88.5% | $13,390-86.4% |