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 | $102,924 | $109,863-6.3% | $98,477+4.5% | $167,518-38.6% |
| Participation rate | 12.5% | 75.8%-63.3pp | 73.3%-60.8pp | 82.1%-69.6pp |
| Annual return | 13.69% | 1958.09%-1944.4pp | 1493.59%-1479.9pp | 478.71%-465.0pp |
| Employer contribution / active EE | $0 | $3,225-100.0% | $2,961-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $1,246 | $4,673-73.3% | $4,276-70.9% | $6,342-80.4% |
| Admin fee / account holder | $54,924 | $6,755+713.1% | $5,951+822.9% | $12,312+346.1% |