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 | $138,314 | $202,342-31.6% | $172,753-19.9% | $152,909-9.5% |
| Participation rate | 69.2% | 87.1%-17.8pp | 82.6%-13.4pp | 82.5%-13.2pp |
| Annual return | 38.28% | 1029.88%-991.6pp | 803.00%-764.7pp | 345.46%-307.2pp |
| Employer contribution / active EE | $2,467 | $5,857-57.9% | $5,144-52.0% | $4,764-48.2% |
| Participant deferral / active EE | $4,116 | $5,948-30.8% | $5,198-20.8% | $5,851-29.7% |
| Admin fee / account holder | $1,079 | $17,112-93.7% | $13,956-92.3% | $11,601-90.7% |