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 | $199,150 | $58,311+241.5% | $81,882+143.2% | $80,959+146.0% |
| Participation rate | 62.0% | 63.5%-1.5pp | 72.4%-10.4pp | 67.7%-5.7pp |
| Annual return | 12.27% | 41.85%-29.6pp | 779.47%-767.2pp | 35.67%-23.4pp |
| Employer contribution / active EE | $3,860 | $2,347+64.5% | $2,916+32.4% | $2,757+40.0% |
| Participant deferral / active EE | $6,913 | $3,287+110.3% | $4,323+59.9% | $4,300+60.8% |
| Admin fee / account holder | $9,869 | $4,752+107.7% | $7,360+34.1% | $6,925+42.5% |