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 | $72,565 | $88,754-18.2% | $81,820-11.3% | $145,877-50.3% |
| Participation rate | 63.6% | 75.1%-11.4pp | 72.4%-8.7pp | 80.3%-16.7pp |
| Annual return | 13.26% | 1031.77%-1018.5pp | 777.93%-764.7pp | 551.28%-538.0pp |
| Employer contribution / active EE | $4,877 | $3,085+58.1% | $2,915+67.3% | $4,663+4.6% |
| Participant deferral / active EE | $11,850 | $4,648+155.0% | $4,323+174.1% | $6,691+77.1% |
| Admin fee / account holder | $12,848 | $8,424+52.5% | $7,391+73.8% | $13,402-4.1% |