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 | $108,558 | $76,522+41.9% | $56,033+93.7% | $145,884-25.6% |
| Participation rate | 43.8% | 63.2%-19.5pp | 52.5%-8.7pp | 80.3%-36.6pp |
| Annual return | 14.58% | 3014.28%-2999.7pp | 1711.38%-1696.8pp | 551.85%-537.3pp |
| Employer contribution / active EE | $1,000 | $1,382-27.7% | $1,041-4.0% | $4,662-78.6% |
| Participant deferral / active EE | $3,636 | $2,624+38.6% | $1,954+86.1% | $6,690-45.7% |
| Admin fee / account holder | $58,322 | $3,328+1652.3% | $2,827+1963.0% | $13,392+335.5% |