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 | $243,545 | $160,040+52.2% | $147,096+65.6% | $145,877+67.0% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 13.16% | 98.49%-85.3pp | 419.75%-406.6pp | 551.28%-538.1pp |
| Employer contribution / active EE | $3,528 | $5,289-33.3% | $4,936-28.5% | $4,663-24.3% |
| Participant deferral / active EE | $4,547 | $8,429-46.1% | $8,071-43.7% | $6,691-32.0% |
| Admin fee / account holder | $967 | $15,050-93.6% | $13,005-92.6% | $13,402-92.8% |