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 | $75,267 | $106,008-29.0% | $92,240-18.4% | $147,586-49.0% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 17.55% | 50.05%-32.5pp | 176.29%-158.7pp | 578.59%-561.0pp |
| Employer contribution / active EE | $19,447 | $4,333+348.8% | $3,680+428.5% | $4,876+298.8% |
| Participant deferral / active EE | $2,294 | $4,478-48.8% | $3,897-41.1% | $5,439-57.8% |
| Admin fee / account holder | $642 | $6,333-89.9% | $5,194-87.6% | $10,886-94.1% |