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 | $104,754 | $76,368+37.2% | $67,681+54.8% | $154,746-32.3% |
| Participation rate | 30.8% | 79.0%-48.2pp | 73.7%-43.0pp | 80.7%-49.9pp |
| Annual return | 16.30% | 1066.77%-1050.5pp | 590.58%-574.3pp | 172.34%-156.0pp |
| Employer contribution / active EE | $514 | $3,151-83.7% | $2,678-80.8% | $4,379-88.3% |
| Participant deferral / active EE | $1,961 | $4,824-59.3% | $3,976-50.7% | $6,730-70.9% |
| Admin fee / account holder | $5,423 | $8,559-36.6% | $6,100-11.1% | $14,365-62.3% |