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 | $93,899 | $112,933-16.9% | $90,970+3.2% | $158,982-40.9% |
| Participation rate | 63.6% | 74.7%-11.1pp | 69.0%-5.4pp | 82.0%-18.3pp |
| Annual return | 37.97% | 215.82%-177.8pp | 134.60%-96.6pp | 302.99%-265.0pp |
| Employer contribution / active EE | $3,444 | $2,893+19.0% | $2,122+62.3% | $4,763-27.7% |
| Participant deferral / active EE | $6,162 | $4,128+49.3% | $3,373+82.7% | $5,983+3.0% |
| Admin fee / account holder | $71,060 | $8,047+783.1% | $5,961+1092.1% | $11,252+531.6% |