Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $80,251 | $202,342-60.3% | $172,753-53.5% | $152,909-47.5% |
| Participation rate | 42.9% | 87.1%-44.2pp | 82.6%-39.8pp | 82.5%-39.6pp |
| Annual return | 23.40% | 1029.88%-1006.5pp | 803.00%-779.6pp | 345.46%-322.1pp |
| Employer contribution / active EE | $3,646 | $5,857-37.8% | $5,144-29.1% | $4,764-23.5% |
| Participant deferral / active EE | $10,237 | $5,948+72.1% | $5,198+96.9% | $5,851+74.9% |
| Admin fee / account holder | $933 | $17,112-94.5% | $13,956-93.3% | $11,601-92.0% |