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 | $228,211 | $150,447+51.7% | $136,298+67.4% | $147,586+54.6% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 20.09% | 1049.15%-1029.1pp | 5156.27%-5136.2pp | 578.59%-558.5pp |
| Employer contribution / active EE | $17,879 | $5,256+240.1% | $4,696+280.7% | $4,876+266.6% |
| Participant deferral / active EE | $9,000 | $6,631+35.7% | $6,247+44.1% | $5,439+65.5% |
| Admin fee / account holder | $3,449 | $10,906-68.4% | $9,244-62.7% | $10,886-68.3% |