Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $136,915 | $202,342-32.3% | $172,753-20.7% | $152,909-10.5% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 19.28% | 1029.88%-1010.6pp | 803.00%-783.7pp | 345.46%-326.2pp |
| Employer contribution / active EE | $2,585 | $5,857-55.9% | $5,144-49.7% | $4,764-45.7% |
| Participant deferral / active EE | $3,231 | $5,948-45.7% | $5,198-37.8% | $5,851-44.8% |
| Admin fee / account holder | $13,137 | $17,112-23.2% | $13,956-5.9% | $11,601+13.2% |