Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $197,393 | $217,427-9.2% | $185,837+6.2% | $167,518+17.8% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 17.62% | 148.39%-130.8pp | 122.08%-104.5pp | 478.71%-461.1pp |
| Employer contribution / active EE | $3,438 | $5,874-41.5% | $5,168-33.5% | $4,838-28.9% |
| Participant deferral / active EE | $3,521 | $6,357-44.6% | $5,568-36.8% | $6,342-44.5% |
| Admin fee / account holder | $1,235 | $19,816-93.8% | $16,241-92.4% | $12,312-90.0% |