Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $61,150 | $72,071-15.2% | $68,368-10.6% | $137,256-55.4% |
| Participation rate | 40.0% | 76.2%-36.2pp | 73.8%-33.8pp | 80.0%-40.0pp |
| Annual return | 67.99% | 353.14%-285.2pp | 292.57%-224.6pp | 220.34%-152.4pp |
| Employer contribution / active EE | $1,652 | $2,788-40.7% | $2,649-37.6% | $4,156-60.3% |
| Participant deferral / active EE | $4,885 | $4,410+10.8% | $4,123+18.5% | $6,407-23.7% |
| Admin fee / account holder | $56,397 | $5,336+957.0% | $5,150+995.1% | $12,270+359.6% |