Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $170,844 | $111,830+52.8% | $93,696+82.3% | $145,884+17.1% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 8.66% | 204.08%-195.4pp | 133.74%-125.1pp | 551.85%-543.2pp |
| Employer contribution / active EE | $16,096 | $3,093+420.4% | $2,422+564.6% | $4,662+245.2% |
| Participant deferral / active EE | $16,101 | $4,920+227.3% | $4,417+264.5% | $6,690+140.7% |
| Admin fee / account holder | $4,811 | $10,249-53.1% | $8,287-41.9% | $13,392-64.1% |