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 | $213,040 | $90,397+135.7% | $76,002+180.3% | $145,959+46.0% |
| Participation rate | 64.3% | 74.5%-10.2pp | 69.1%-4.8pp | 80.3%-16.0pp |
| Annual return | 14.57% | 621.97%-607.4pp | 360.07%-345.5pp | 561.95%-547.4pp |
| Employer contribution / active EE | $1,629 | $3,317-50.9% | $2,688-39.4% | $4,661-65.1% |
| Participant deferral / active EE | $4,064 | $5,163-21.3% | $4,257-4.5% | $6,689-39.2% |
| Admin fee / account holder | $21,346 | $8,369+155.0% | $6,414+232.8% | $13,398+59.3% |