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 | $195,336 | $124,351+57.1% | $109,188+78.9% | $167,553+16.6% |
| Participation rate | 58.8% | 79.4%-20.6pp | 75.9%-17.1pp | 82.1%-23.3pp |
| Annual return | 13.22% | 26.04%-12.8pp | 25.76%-12.5pp | 478.89%-465.7pp |
| Employer contribution / active EE | $3,478 | $4,210-17.4% | $3,723-6.6% | $4,840-28.1% |
| Participant deferral / active EE | $7,654 | $5,257+45.6% | $4,654+64.5% | $6,343+20.7% |
| Admin fee / account holder | $2,467 | $7,975-69.1% | $6,755-63.5% | $12,316-80.0% |