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 | $107,554 | $202,345-46.8% | $172,755-37.7% | $152,885-29.7% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 25.01% | 1029.77%-1004.8pp | 802.94%-777.9pp | 345.39%-320.4pp |
| Employer contribution / active EE | $3,354 | $5,858-42.7% | $5,144-34.8% | $4,763-29.6% |
| Participant deferral / active EE | $7,587 | $5,948+27.6% | $5,198+46.0% | $5,851+29.7% |
| Admin fee / account holder | $518 | $17,111-97.0% | $13,955-96.3% | $11,598-95.5% |