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 | $248,351 | $91,559+171.2% | $133,971+85.4% | $79,852+211.0% |
| Participation rate | 56.4% | 73.3%-16.9pp | 79.8%-23.4pp | 69.6%-13.2pp |
| Annual return | 26.72% | 61.85%-35.1pp | 45.09%-18.4pp | 31.72%-5.0pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,018 | $3,734+34.4% | $5,047-0.6% | $3,740+34.2% |
| Admin fee / account holder | $1,721 | $6,321-72.8% | $8,929-80.7% | $5,306-67.6% |