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 | $104,167 | $150,435-30.8% | $120,580-13.6% | $145,897-28.6% |
| Participation rate | 55.6% | 78.8%-23.3pp | 72.0%-16.4pp | 80.3%-24.8pp |
| Annual return | 13.01% | 154.60%-141.6pp | 107.48%-94.5pp | 552.29%-539.3pp |
| Employer contribution / active EE | $5,817 | $4,352+33.6% | $3,469+67.7% | $4,663+24.7% |
| Participant deferral / active EE | $6,257 | $6,174+1.3% | $4,995+25.2% | $6,689-6.5% |
| Admin fee / account holder | $1,085 | $12,182-91.1% | $9,418-88.5% | $13,390-91.9% |