Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $143,123 | $109,905+30.2% | $98,506+45.3% | $167,553-14.6% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 19.81% | 1960.20%-1940.4pp | 1494.92%-1475.1pp | 478.89%-459.1pp |
| Employer contribution / active EE | $6,028 | $3,226+86.9% | $2,961+103.6% | $4,840+24.6% |
| Participant deferral / active EE | $13,723 | $4,674+193.6% | $4,277+220.9% | $6,343+116.4% |
| Admin fee / account holder | $694 | $6,760-89.7% | $5,955-88.4% | $12,316-94.4% |