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 | $243,870 | $81,276+200.1% | $155,574+56.8% | $80,925+201.4% |
| Participation rate | 42.3% | 66.2%-23.9pp | 78.2%-35.9pp | 67.7%-25.4pp |
| Annual return | 12.05% | 33.36%-21.3pp | 64.87%-52.8pp | 35.65%-23.6pp |
| Employer contribution / active EE | $5,878 | $3,103+89.4% | $4,676+25.7% | $2,756+113.3% |
| Participant deferral / active EE | $6,728 | $3,453+94.8% | $5,629+19.5% | $4,299+56.5% |
| Admin fee / account holder | $87,965 | $7,993+1000.5% | $15,914+452.7% | $6,940+1167.5% |