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 | $240,927 | $183,539+31.3% | $155,556+54.9% | $145,897+65.1% |
| Participation rate | 18.2% | 82.7%-64.5pp | 78.2%-60.0pp | 80.3%-62.1pp |
| Annual return | 19.77% | 61.31%-41.5pp | 64.84%-45.1pp | 552.29%-532.5pp |
| Employer contribution / active EE | $2,423 | $5,315-54.4% | $4,675-48.2% | $4,663-48.0% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $1,130 | $19,275-94.1% | $15,885-92.9% | $13,390-91.6% |