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 | $181,750 | $202,342-10.2% | $172,753+5.2% | $152,909+18.9% |
| Participation rate | 69.2% | 87.1%-17.8pp | 82.6%-13.4pp | 82.5%-13.2pp |
| Annual return | 15.67% | 1029.88%-1014.2pp | 803.00%-787.3pp | 345.46%-329.8pp |
| Employer contribution / active EE | $1,428 | $5,857-75.6% | $5,144-72.2% | $4,764-70.0% |
| Participant deferral / active EE | $2,568 | $5,948-56.8% | $5,198-50.6% | $5,851-56.1% |
| Admin fee / account holder | $4,372 | $17,112-74.5% | $13,956-68.7% | $11,601-62.3% |