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 | $159,934+29.8% | $147,005+41.2% | $145,959+42.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 16.38% | 98.24%-81.9pp | 418.76%-402.4pp | 561.95%-545.6pp |
| Employer contribution / active EE | $1,952 | $5,287-63.1% | $4,934-60.4% | $4,661-58.1% |
| Participant deferral / active EE | $11,510 | $8,427+36.6% | $8,070+42.6% | $6,689+72.1% |
| Admin fee / account holder | $23,342 | $15,053+55.1% | $13,006+79.5% | $13,398+74.2% |