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 | $242,692 | $115,814+109.6% | $101,275+139.6% | $158,982+52.7% |
| Participation rate | 0.0% | 79.4%-79.4pp | 75.8%-75.8pp | 82.0%-82.0pp |
| Annual return | 16.96% | 56.16%-39.2pp | 46.48%-29.5pp | 302.99%-286.0pp |
| Employer contribution / active EE | $4,116 | $4,176-1.4% | $3,660+12.5% | $4,763-13.6% |
| Participant deferral / active EE | $13,567 | $4,958+173.6% | $4,371+210.4% | $5,983+126.7% |
| Admin fee / account holder | $933 | $7,249-87.1% | $5,948-84.3% | $11,252-91.7% |