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 | $153,477 | $58,275+163.4% | $81,844+87.5% | $80,935+89.6% |
| Participation rate | 60.0% | 63.5%-3.5pp | 72.4%-12.4pp | 67.7%-7.7pp |
| Annual return | 11.77% | 41.82%-30.0pp | 778.87%-767.1pp | 35.66%-23.9pp |
| Employer contribution / active EE | $5,425 | $2,346+131.3% | $2,916+86.0% | $2,757+96.8% |
| Participant deferral / active EE | $7,646 | $3,285+132.7% | $4,323+76.9% | $4,299+77.8% |
| Admin fee / account holder | $11,070 | $4,749+133.1% | $7,355+50.5% | $6,924+59.9% |