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 | $92,210 | $88,815+3.8% | $81,882+12.6% | $145,897-36.8% |
| Participation rate | 58.3% | 75.1%-16.7pp | 72.4%-14.1pp | 80.3%-22.0pp |
| Annual return | 11.55% | 1033.75%-1022.2pp | 779.47%-767.9pp | 552.29%-540.7pp |
| Employer contribution / active EE | $2,718 | $3,086-11.9% | $2,916-6.8% | $4,663-41.7% |
| Participant deferral / active EE | $4,687 | $4,647+0.8% | $4,323+8.4% | $6,689-29.9% |
| Admin fee / account holder | $38,935 | $8,434+361.6% | $7,360+429.0% | $13,390+190.8% |