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 | $189,230 | $162,136+16.7% | $152,301+24.2% | $154,746+22.3% |
| Participation rate | 66.7% | 84.1%-17.4pp | 82.4%-15.8pp | 80.7%-14.0pp |
| Annual return | 17.37% | 91.02%-73.7pp | 80.50%-63.1pp | 172.34%-155.0pp |
| Employer contribution / active EE | $11,990 | $4,890+145.2% | $4,624+159.3% | $4,379+173.8% |
| Participant deferral / active EE | $4,689 | $8,341-43.8% | $8,004-41.4% | $6,730-30.3% |
| Admin fee / account holder | $838 | $15,759-94.7% | $14,398-94.2% | $14,365-94.2% |