Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $223,346 | $154,228+44.8% | $145,433+53.6% | $137,256+62.7% |
| Participation rate | 57.1% | 83.8%-26.6pp | 82.1%-25.0pp | 80.0%-22.8pp |
| Annual return | 14.11% | 74.59%-60.5pp | 66.58%-52.5pp | 220.34%-206.2pp |
| Employer contribution / active EE | $2,366 | $4,804-50.7% | $4,554-48.0% | $4,156-43.1% |
| Participant deferral / active EE | $6,347 | $8,216-22.8% | $7,897-19.6% | $6,407-0.9% |
| Admin fee / account holder | $33,203 | $14,344+131.5% | $13,129+152.9% | $12,270+170.6% |