Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $116,765 | $76,522+52.6% | $56,033+108.4% | $145,884-20.0% |
| Participation rate | 66.7% | 63.2%+3.4pp | 52.5%+14.2pp | 80.3%-13.6pp |
| Annual return | 14.23% | 3014.28%-3000.0pp | 1711.38%-1697.1pp | 551.85%-537.6pp |
| Employer contribution / active EE | $12,375 | $1,382+795.3% | $1,041+1088.9% | $4,662+165.4% |
| Participant deferral / active EE | $2,489 | $2,624-5.1% | $1,954+27.4% | $6,690-62.8% |
| Admin fee / account holder | $1,140 | $3,328-65.8% | $2,827-59.7% | $13,392-91.5% |