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 | $51,754 | $150,446-65.6% | $136,297-62.0% | $147,585-64.9% |
| Participation rate | 57.1% | 84.4%-27.3pp | 81.9%-24.8pp | 82.8%-25.7pp |
| Annual return | 146.65% | 1049.14%-902.5pp | 5156.19%-5009.5pp | 578.58%-431.9pp |
| Employer contribution / active EE | $2,682 | $5,256-49.0% | $4,696-42.9% | $4,876-45.0% |
| Participant deferral / active EE | $7,871 | $6,631+18.7% | $6,247+26.0% | $5,439+44.7% |
| Admin fee / account holder | $583 | $10,906-94.7% | $9,244-93.7% | $10,886-94.6% |