Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $131,881 | $202,342-34.8% | $172,752-23.7% | $152,897-13.7% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 18.87% | 1029.83%-1011.0pp | 802.97%-784.1pp | 345.43%-326.6pp |
| Employer contribution / active EE | $1,497 | $5,858-74.4% | $5,144-70.9% | $4,764-68.6% |
| Participant deferral / active EE | $3,602 | $5,948-39.4% | $5,198-30.7% | $5,851-38.4% |
| Admin fee / account holder | $346 | $17,111-98.0% | $13,955-97.5% | $11,599-97.0% |