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 | $84,526 | $88,702-4.7% | $81,780+3.4% | $145,978-42.1% |
| Participation rate | 57.1% | 75.0%-17.9pp | 72.4%-15.2pp | 80.3%-23.1pp |
| Annual return | 10.45% | 1029.12%-1018.7pp | 776.27%-765.8pp | 550.52%-540.1pp |
| Employer contribution / active EE | $403 | $3,084-86.9% | $2,914-86.2% | $4,662-91.4% |
| Participant deferral / active EE | $2,051 | $4,645-55.8% | $4,321-52.5% | $6,690-69.3% |
| Admin fee / account holder | $55,590 | $8,414+560.7% | $7,384+652.9% | $13,400+314.8% |