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 | $214,421 | $107,363+99.7% | $92,909+130.8% | $152,897+40.2% |
| Participation rate | 63.2% | 79.8%-16.6pp | 76.0%-12.8pp | 82.5%-19.3pp |
| Annual return | 22.20% | 145.63%-123.4pp | 109.44%-87.2pp | 345.43%-323.2pp |
| Employer contribution / active EE | $8,365 | $4,222+98.1% | $3,653+129.0% | $4,764+75.6% |
| Participant deferral / active EE | $5,782 | $4,848+19.3% | $4,238+36.4% | $5,851-1.2% |
| Admin fee / account holder | $31,196 | $7,082+340.5% | $5,795+438.3% | $11,599+168.9% |