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 | $182,734 | $108,922+67.8% | $100,398+82.0% | $145,978+25.2% |
| Participation rate | 50.0% | 83.0%-33.0pp | 81.5%-31.5pp | 80.3%-30.3pp |
| Annual return | 12.30% | 58.04%-45.7pp | 49.32%-37.0pp | 550.52%-538.2pp |
| Employer contribution / active EE | $1,587 | $4,426-64.1% | $3,946-59.8% | $4,662-66.0% |
| Participant deferral / active EE | $2,262 | $8,450-73.2% | $8,084-72.0% | $6,690-66.2% |
| Admin fee / account holder | $36,573 | $9,680+277.8% | $7,893+363.3% | $13,400+172.9% |