Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $104,731 | $176,105-40.5% | $159,474-34.3% | $167,536-37.5% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 25.36% | 331.91%-306.5pp | 263.68%-238.3pp | 478.82%-453.5pp |
| Employer contribution / active EE | $5,200 | $5,299-1.9% | $4,831+7.6% | $4,839+7.5% |
| Participant deferral / active EE | $13,000 | $7,751+67.7% | $7,353+76.8% | $6,342+105.0% |
| Admin fee / account holder | $724 | $12,559-94.2% | $10,802-93.3% | $12,315-94.1% |