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 | $187,826 | $73,421+155.8% | $66,439+182.7% | $155,188+21.0% |
| Participation rate | 66.7% | 79.7%-13.0pp | 74.5%-7.8pp | 80.8%-14.1pp |
| Annual return | 12.15% | 1382.37%-1370.2pp | 757.66%-745.5pp | 148.84%-136.7pp |
| Employer contribution / active EE | $2,192 | $3,039-27.9% | $2,637-16.9% | $4,248-48.4% |
| Participant deferral / active EE | $15,546 | $4,680+232.2% | $3,876+301.1% | $6,531+138.0% |
| Admin fee / account holder | $8,645 | $8,856-2.4% | $6,173+40.0% | $14,480-40.3% |