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 | $130,466 | $202,342-35.5% | $172,752-24.5% | $152,897-14.7% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 19.04% | 1029.83%-1010.8pp | 802.97%-783.9pp | 345.43%-326.4pp |
| Employer contribution / active EE | $1,371 | $5,858-76.6% | $5,144-73.3% | $4,764-71.2% |
| Participant deferral / active EE | $4,762 | $5,948-19.9% | $5,198-8.4% | $5,851-18.6% |
| Admin fee / account holder | $1,571 | $17,111-90.8% | $13,955-88.7% | $11,599-86.5% |