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 | $76,982 | $106,008-27.4% | $92,240-16.5% | $147,586-47.8% |
| Participation rate | 61.5% | 80.4%-18.9pp | 76.5%-14.9pp | 82.8%-21.3pp |
| Annual return | 19.40% | 50.05%-30.7pp | 176.29%-156.9pp | 578.59%-559.2pp |
| Employer contribution / active EE | $1,695 | $4,333-60.9% | $3,680-53.9% | $4,876-65.2% |
| Participant deferral / active EE | $4,304 | $4,478-3.9% | $3,897+10.5% | $5,439-20.9% |
| Admin fee / account holder | $3,043 | $6,333-52.0% | $5,194-41.4% | $10,886-72.0% |