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 | $92,915 | $114,093-18.6% | $96,171-3.4% | $167,536-44.5% |
| Participation rate | 61.1% | 75.1%-14.0pp | 68.4%-7.3pp | 82.1%-21.0pp |
| Annual return | 15.29% | 190.00%-174.7pp | 192.04%-176.8pp | 478.82%-463.5pp |
| Employer contribution / active EE | $12,367 | $3,429+260.6% | $2,799+341.9% | $4,839+155.6% |
| Participant deferral / active EE | $0 | $5,197-100.0% | $4,350-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,770 | $6,899-74.3% | $5,538-68.0% | $12,315-85.6% |