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 | $86,467 | $202,345-57.3% | $172,755-49.9% | $152,885-43.4% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 29.40% | 1029.77%-1000.4pp | 802.94%-773.5pp | 345.39%-316.0pp |
| Employer contribution / active EE | $1,624 | $5,858-72.3% | $5,144-68.4% | $4,763-65.9% |
| Participant deferral / active EE | $5,659 | $5,948-4.9% | $5,198+8.9% | $5,851-3.3% |
| Admin fee / account holder | $10,027 | $17,111-41.4% | $13,955-28.2% | $11,598-13.6% |