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 | $202,233 | $110,551+82.9% | $80,741+150.5% | $167,518+20.7% |
| Participation rate | 14.3% | 64.0%-49.7pp | 54.2%-39.9pp | 82.1%-67.8pp |
| Annual return | 8.25% | 120.57%-112.3pp | 87.30%-79.1pp | 478.71%-470.5pp |
| Employer contribution / active EE | $707 | $1,543-54.2% | $1,160-39.1% | $4,838-85.4% |
| Participant deferral / active EE | $3,501 | $2,870+22.0% | $2,145+63.2% | $6,342-44.8% |
| Admin fee / account holder | $1,722 | $4,547-62.1% | $3,380-49.1% | $12,312-86.0% |