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 | $226,141 | $209,422+8.0% | $178,503+26.7% | $158,982+42.2% |
| Participation rate | 46.7% | 86.4%-39.7pp | 81.9%-35.3pp | 82.0%-35.3pp |
| Annual return | 24.11% | 188.81%-164.7pp | 151.12%-127.0pp | 302.99%-278.9pp |
| Employer contribution / active EE | $1,834 | $5,707-67.9% | $5,011-63.4% | $4,763-61.5% |
| Participant deferral / active EE | $2,021 | $5,955-66.1% | $5,202-61.2% | $5,983-66.2% |
| Admin fee / account holder | $492 | $17,079-97.1% | $13,987-96.5% | $11,252-95.6% |