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 | $212,320 | $110,379+92.4% | $102,412+107.3% | $145,884+45.5% |
| Participation rate | 55.6% | 77.9%-22.4pp | 74.5%-18.9pp | 80.3%-24.7pp |
| Annual return | 11.20% | 24.84%-13.6pp | 24.94%-13.7pp | 551.85%-540.6pp |
| Employer contribution / active EE | $1,177 | $4,216-72.1% | $3,870-69.6% | $4,662-74.8% |
| Participant deferral / active EE | $2,355 | $5,622-58.1% | $5,060-53.5% | $6,690-64.8% |
| Admin fee / account holder | $5,971 | $9,745-38.7% | $8,388-28.8% | $13,392-55.4% |