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 | $212,721 | $96,678+120.0% | $86,640+145.5% | $139,466+52.5% |
| Participation rate | 58.3% | 74.4%-16.1pp | 71.7%-13.4pp | 80.3%-22.0pp |
| Annual return | 23.19% | 106.69%-83.5pp | 592.52%-569.3pp | 373.66%-350.5pp |
| Employer contribution / active EE | $2,855 | $3,265-12.6% | $3,024-5.6% | $4,754-39.9% |
| Participant deferral / active EE | $9,028 | $4,837+86.7% | $4,438+103.4% | $6,712+34.5% |
| Admin fee / account holder | $5,533 | $6,410-13.7% | $5,616-1.5% | $11,409-51.5% |