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 | $97,201 | $99,011-1.8% | $86,582+12.3% | $147,586-34.1% |
| Participation rate | 40.0% | 76.3%-36.3pp | 73.5%-33.5pp | 82.8%-42.8pp |
| Annual return | 10.34% | 1312.75%-1302.4pp | 965.08%-954.7pp | 578.59%-568.3pp |
| Employer contribution / active EE | $597 | $3,132-80.9% | $2,839-79.0% | $4,876-87.8% |
| Participant deferral / active EE | $2,369 | $3,972-40.4% | $3,609-34.4% | $5,439-56.4% |
| Admin fee / account holder | $4,578 | $5,709-19.8% | $4,904-6.7% | $10,886-57.9% |