Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $230,484 | $134,817+71.0% | $123,973+85.9% | $155,188+48.5% |
| Participation rate | 57.1% | 79.4%-22.3pp | 76.7%-19.5pp | 80.8%-23.7pp |
| Annual return | 11.16% | 515.49%-504.3pp | 388.13%-377.0pp | 148.84%-137.7pp |
| Employer contribution / active EE | $1,218 | $4,425-72.5% | $4,126-70.5% | $4,248-71.3% |
| Participant deferral / active EE | $2,427 | $5,706-57.5% | $5,247-53.7% | $6,531-62.8% |
| Admin fee / account holder | $1,771 | $13,245-86.6% | $11,799-85.0% | $14,480-87.8% |