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 | $171,114 | $202,342-15.4% | $172,753-0.9% | $152,909+11.9% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 23.97% | 1029.88%-1005.9pp | 803.00%-779.0pp | 345.46%-321.5pp |
| Employer contribution / active EE | $1,281 | $5,857-78.1% | $5,144-75.1% | $4,764-73.1% |
| Participant deferral / active EE | $4,117 | $5,948-30.8% | $5,198-20.8% | $5,851-29.6% |
| Admin fee / account holder | $8,873 | $17,112-48.1% | $13,956-36.4% | $11,601-23.5% |