Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $131,333 | $176,077-25.4% | $159,455-17.6% | $167,518-21.6% |
| Participation rate | 25.0% | 84.9%-59.9pp | 82.8%-57.8pp | 82.1%-57.1pp |
| Annual return | 10.63% | 331.83%-321.2pp | 263.63%-253.0pp | 478.71%-468.1pp |
| Employer contribution / active EE | $2,503 | $5,298-52.8% | $4,830-48.2% | $4,838-48.3% |
| Participant deferral / active EE | $6,500 | $7,751-16.1% | $7,353-11.6% | $6,342+2.5% |
| Admin fee / account holder | $5,327 | $12,556-57.6% | $10,800-50.7% | $12,312-56.7% |