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 | $195,114 | $55,930+248.9% | $76,089+156.4% | $80,925+141.1% |
| Participation rate | 59.7% | 62.1%-2.4pp | 69.1%-9.4pp | 67.7%-8.0pp |
| Annual return | 13.85% | 20.58%-6.7pp | 360.94%-347.1pp | 35.65%-21.8pp |
| Employer contribution / active EE | $2,828 | $1,866+51.6% | $2,690+5.1% | $2,756+2.6% |
| Participant deferral / active EE | $5,824 | $3,051+90.9% | $4,259+36.7% | $4,299+35.5% |
| Admin fee / account holder | $19,688 | $5,241+275.7% | $6,418+206.8% | $6,940+183.7% |