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 | $217,979 | $76,634+184.4% | $56,054+288.9% | $145,978+49.3% |
| Participation rate | 50.0% | 63.2%-13.2pp | 52.5%-2.5pp | 80.3%-30.3pp |
| Annual return | 12.74% | 3004.33%-2991.6pp | 1705.95%-1693.2pp | 550.52%-537.8pp |
| Employer contribution / active EE | $1,773 | $1,380+28.4% | $1,039+70.6% | $4,662-62.0% |
| Participant deferral / active EE | $6,149 | $2,622+134.5% | $1,952+215.0% | $6,690-8.1% |
| Admin fee / account holder | $1,598 | $3,321-51.9% | $2,822-43.4% | $13,400-88.1% |