Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $140,532 | $202,463-30.6% | $169,397-17.0% | $139,487+0.7% |
| Participation rate | 66.7% | 81.1%-14.4pp | 77.2%-10.5pp | 80.3%-13.7pp |
| Annual return | 16.73% | 532.64%-515.9pp | 406.23%-389.5pp | 373.84%-357.1pp |
| Employer contribution / active EE | $4,333 | $4,694-7.7% | $4,013+8.0% | $4,755-8.9% |
| Participant deferral / active EE | $17,333 | $6,941+149.7% | $6,223+178.5% | $6,713+158.2% |
| Admin fee / account holder | $515 | $10,726-95.2% | $9,017-94.3% | $11,407-95.5% |