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 | $79,081 | $106,005-25.4% | $92,239-14.3% | $147,585-46.4% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 12.38% | 50.05%-37.7pp | 176.29%-163.9pp | 578.58%-566.2pp |
| Employer contribution / active EE | $3,792 | $4,333-12.5% | $3,680+3.0% | $4,876-22.2% |
| Participant deferral / active EE | $6,512 | $4,478+45.4% | $3,897+67.1% | $5,439+19.7% |
| Admin fee / account holder | $1,383 | $6,333-78.2% | $5,194-73.4% | $10,886-87.3% |