Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $130,895 | $209,847-37.6% | $189,520-30.9% | $167,518-21.9% |
| Participation rate | 38.1% | 88.7%-50.6pp | 87.8%-49.7pp | 82.1%-44.0pp |
| Annual return | 16.73% | 748.45%-731.7pp | 555.25%-538.5pp | 478.71%-462.0pp |
| Employer contribution / active EE | $3,234 | $6,913-53.2% | $6,161-47.5% | $4,838-33.2% |
| Participant deferral / active EE | $10,811 | $8,934+21.0% | $8,220+31.5% | $6,342+70.5% |
| Admin fee / account holder | $40,391 | $14,295+182.5% | $12,046+235.3% | $12,312+228.0% |