Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $207,557 | $160,070+29.7% | $147,117+41.1% | $145,897+42.3% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 16.38% | 98.69%-82.3pp | 420.54%-404.2pp | 552.29%-535.9pp |
| Employer contribution / active EE | $1,952 | $5,285-63.1% | $4,932-60.4% | $4,663-58.1% |
| Participant deferral / active EE | $11,510 | $8,419+36.7% | $8,065+42.7% | $6,689+72.1% |
| Admin fee / account holder | $23,342 | $15,035+55.2% | $12,993+79.7% | $13,390+74.3% |