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 | $48,058 | $156,970-69.4% | $121,210-60.4% | $139,487-65.5% |
| Participation rate | 69.2% | 76.5%-7.2pp | 69.5%-0.3pp | 80.3%-11.1pp |
| Annual return | 11.93% | 1477.10%-1465.2pp | 987.41%-975.5pp | 373.84%-361.9pp |
| Employer contribution / active EE | $0 | $5,546-100.0% | $4,171-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $9,708 | $4,849+100.2% | $4,084+137.7% | $6,713+44.6% |
| Admin fee / account holder | $18,025 | $6,947+159.5% | $5,647+219.2% | $11,407+58.0% |