Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $202,078 | $108,942+85.5% | $100,415+101.2% | $145,897+38.5% |
| Participation rate | 27.3% | 83.0%-55.7pp | 81.5%-54.2pp | 80.3%-53.0pp |
| Annual return | 22.81% | 58.27%-35.5pp | 49.47%-26.7pp | 552.29%-529.5pp |
| Employer contribution / active EE | $8,809 | $4,422+99.2% | $3,943+123.4% | $4,663+88.9% |
| Participant deferral / active EE | $5,091 | $8,461-39.8% | $8,091-37.1% | $6,689-23.9% |
| Admin fee / account holder | $1,297 | $9,702-86.6% | $7,906-83.6% | $13,390-90.3% |