Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $119,338 | $169,361-29.5% | $129,397-7.8% | $145,877-18.2% |
| Participation rate | 12.5% | 76.5%-64.0pp | 69.6%-57.1pp | 80.3%-67.8pp |
| Annual return | 14.80% | 14395.54%-14380.7pp | 9453.98%-9439.2pp | 551.28%-536.5pp |
| Employer contribution / active EE | $0 | $5,542-100.0% | $4,154-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,068 | $4,987+1.6% | $4,167+21.6% | $6,691-24.3% |
| Admin fee / account holder | $900 | $9,903-90.9% | $7,679-88.3% | $13,402-93.3% |