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 | $56,663 | $150,447-62.3% | $136,298-58.4% | $147,586-61.6% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 15.57% | 1049.15%-1033.6pp | 5156.27%-5140.7pp | 578.59%-563.0pp |
| Employer contribution / active EE | $3,061 | $5,256-41.8% | $4,696-34.8% | $4,876-37.2% |
| Participant deferral / active EE | $8,685 | $6,631+31.0% | $6,247+39.0% | $5,439+59.7% |
| Admin fee / account holder | $37,249 | $10,906+241.5% | $9,244+303.0% | $10,886+242.2% |