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 | $95,554 | $60,139+58.9% | $90,461+5.6% | $79,856+19.7% |
| Participation rate | 26.7% | 65.0%-38.3pp | 72.7%-46.0pp | 69.6%-43.0pp |
| Annual return | 21.77% | 71.96%-50.2pp | 1294.76%-1273.0pp | 31.71%-9.9pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,709 | $2,939-7.8% | $3,964-31.7% | $3,741-27.6% |
| Admin fee / account holder | $25,036 | $3,978+529.3% | $5,617+345.8% | $5,306+371.8% |