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 | $130,835 | $202,342-35.3% | $172,753-24.3% | $152,909-14.4% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 17.06% | 1029.88%-1012.8pp | 803.00%-785.9pp | 345.46%-328.4pp |
| Employer contribution / active EE | $7,893 | $5,857+34.8% | $5,144+53.4% | $4,764+65.7% |
| Participant deferral / active EE | $4,557 | $5,948-23.4% | $5,198-12.3% | $5,851-22.1% |
| Admin fee / account holder | $1,235 | $17,112-92.8% | $13,956-91.2% | $11,601-89.4% |