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 | $201,588 | $183,539+9.8% | $155,556+29.6% | $145,897+38.2% |
| Participation rate | 62.5% | 82.7%-20.2pp | 78.2%-15.7pp | 80.3%-17.8pp |
| Annual return | 17.36% | 61.31%-43.9pp | 64.84%-47.5pp | 552.29%-534.9pp |
| Employer contribution / active EE | $2,394 | $5,315-55.0% | $4,675-48.8% | $4,663-48.7% |
| Participant deferral / active EE | $10,939 | $6,467+69.2% | $5,631+94.3% | $6,689+63.5% |
| Admin fee / account holder | $1,443 | $19,275-92.5% | $15,885-90.9% | $13,390-89.2% |