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 | $207,180 | $81,763+153.4% | $58,561+253.8% | $139,466+48.6% |
| Participation rate | 0.0% | 61.3%-61.3pp | 50.9%-50.9pp | 80.3%-80.3pp |
| Annual return | 11.27% | 7427.77%-7416.5pp | 4251.33%-4240.1pp | 373.66%-362.4pp |
| Employer contribution / active EE | $2,352 | $1,398+68.2% | $1,053+123.3% | $4,754-50.5% |
| Participant deferral / active EE | $9,950 | $2,555+289.5% | $1,923+417.4% | $6,712+48.2% |
| Admin fee / account holder | $15,077 | $3,273+360.6% | $2,520+498.2% | $11,409+32.2% |