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 | $129,258 | $76,608+68.7% | $56,077+130.5% | $145,877-11.4% |
| Participation rate | 62.5% | 63.2%-0.7pp | 52.5%+10.0pp | 80.3%-17.8pp |
| Annual return | 22.35% | 3009.59%-2987.2pp | 1709.28%-1686.9pp | 551.28%-528.9pp |
| Employer contribution / active EE | $0 | $1,382-100.0% | $1,040-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,052 | $2,624+92.5% | $1,954+158.6% | $6,691-24.5% |
| Admin fee / account holder | $4,542 | $3,325+36.6% | $2,825+60.8% | $13,402-66.1% |