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 | $129,915 | $202,342-35.8% | $172,753-24.8% | $152,909-15.0% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 21.46% | 1029.88%-1008.4pp | 803.00%-781.5pp | 345.46%-324.0pp |
| Employer contribution / active EE | $2,968 | $5,857-49.3% | $5,144-42.3% | $4,764-37.7% |
| Participant deferral / active EE | $9,175 | $5,948+54.3% | $5,198+76.5% | $5,851+56.8% |
| Admin fee / account holder | $342 | $17,112-98.0% | $13,956-97.6% | $11,601-97.1% |