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 | $112,234 | $201,259-44.2% | $184,200-39.1% | $145,959-23.1% |
| Participation rate | 50.0% | 87.5%-37.5pp | 86.8%-36.8pp | 80.3%-30.3pp |
| Annual return | 20.92% | 28.98%-8.1pp | 28.80%-7.9pp | 561.95%-541.0pp |
| Employer contribution / active EE | $16,361 | $7,018+133.1% | $6,424+154.7% | $4,661+251.0% |
| Participant deferral / active EE | $7,691 | $9,806-21.6% | $9,132-15.8% | $6,689+15.0% |
| Admin fee / account holder | $1,049,764 | $16,372+6311.8% | $13,907+7448.4% | $13,398+7735.3% |