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 | $119,625 | $102,595+16.6% | $94,057+27.2% | $154,746-22.7% |
| Participation rate | 61.1% | 76.0%-14.9pp | 73.3%-12.2pp | 80.7%-19.6pp |
| Annual return | 12.73% | 583.42%-570.7pp | 480.62%-467.9pp | 172.34%-159.6pp |
| Employer contribution / active EE | $1,189 | $3,147-62.2% | $2,933-59.5% | $4,379-72.9% |
| Participant deferral / active EE | $2,906 | $5,118-43.2% | $4,709-38.3% | $6,730-56.8% |
| Admin fee / account holder | $39,608 | $7,736+412.0% | $7,244+446.7% | $14,365+175.7% |