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 | $136,719 | $114,093+19.8% | $96,171+42.2% | $167,536-18.4% |
| Participation rate | 42.1% | 75.1%-33.0pp | 68.4%-26.3pp | 82.1%-40.0pp |
| Annual return | 31.23% | 190.00%-158.8pp | 192.04%-160.8pp | 478.82%-447.6pp |
| Employer contribution / active EE | $2,081 | $3,429-39.3% | $2,799-25.7% | $4,839-57.0% |
| Participant deferral / active EE | $3,674 | $5,197-29.3% | $4,350-15.5% | $6,342-42.1% |
| Admin fee / account holder | $48,055 | $6,899+596.5% | $5,538+767.7% | $12,315+290.2% |