Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $215,606 | $109,967+96.1% | $97,197+121.8% | $145,877+47.8% |
| Participation rate | 50.0% | 76.0%-26.0pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 10.86% | 244.27%-233.4pp | 75.47%-64.6pp | 551.28%-540.4pp |
| Employer contribution / active EE | $2,220 | $3,077-27.9% | $2,723-18.5% | $4,663-52.4% |
| Participant deferral / active EE | $6,967 | $4,676+49.0% | $4,263+63.4% | $6,691+4.1% |
| Admin fee / account holder | $392,772 | $6,199+6236.0% | $5,637+6867.5% | $13,402+2830.7% |