Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $206,913 | $148,629+39.2% | $135,982+52.2% | $139,487+48.3% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 17.03% | 79.33%-62.3pp | 68.32%-51.3pp | 373.84%-356.8pp |
| Employer contribution / active EE | $1,114 | $5,247-78.8% | $4,859-77.1% | $4,755-76.6% |
| Participant deferral / active EE | $4,121 | $8,102-49.1% | $7,760-46.9% | $6,713-38.6% |
| Admin fee / account holder | $1,288 | $12,406-89.6% | $10,767-88.0% | $11,407-88.7% |