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 | $226,114 | $176,077+28.4% | $159,455+41.8% | $167,518+35.0% |
| Participation rate | 64.3% | 84.9%-20.7pp | 82.8%-18.5pp | 82.1%-17.8pp |
| Annual return | 11.69% | 331.83%-320.1pp | 263.63%-251.9pp | 478.71%-467.0pp |
| Employer contribution / active EE | $3,623 | $5,298-31.6% | $4,830-25.0% | $4,838-25.1% |
| Participant deferral / active EE | $7,044 | $7,751-9.1% | $7,353-4.2% | $6,342+11.1% |
| Admin fee / account holder | $53,517 | $12,556+326.2% | $10,800+395.5% | $12,312+334.7% |