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 | $123,344 | $106,588+15.7% | $94,215+30.9% | $155,188-20.5% |
| Participation rate | 0.0% | 74.3%-74.3pp | 70.0%-70.0pp | 80.8%-80.8pp |
| Annual return | 35.40% | 29.39%+6.0pp | 28.22%+7.2pp | 148.84%-113.4pp |
| Employer contribution / active EE | $11,301 | $3,080+267.0% | $2,675+322.5% | $4,248+166.1% |
| Participant deferral / active EE | $18,583 | $4,802+287.0% | $4,276+334.6% | $6,531+184.5% |
| Admin fee / account holder | $143,841 | $12,281+1071.2% | $10,216+1308.0% | $14,480+893.4% |