Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $114,343 | $90,530+26.3% | $76,030+50.4% | $145,897-21.6% |
| Participation rate | 57.1% | 74.4%-17.3pp | 69.1%-11.9pp | 80.3%-23.2pp |
| Annual return | 11.70% | 625.08%-613.4pp | 361.54%-349.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $4,857 | $3,319+46.3% | $2,688+80.7% | $4,663+4.2% |
| Participant deferral / active EE | $11,182 | $5,164+116.5% | $4,257+162.7% | $6,689+67.2% |
| Admin fee / account holder | $1,099 | $8,383-86.9% | $6,421-82.9% | $13,390-91.8% |