Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $75,760 | $76,519-1.0% | $56,025+35.2% | $145,897-48.1% |
| Participation rate | 13.0% | 63.2%-50.2pp | 52.5%-39.5pp | 80.3%-67.3pp |
| Annual return | 11.67% | 3017.03%-3005.4pp | 1712.69%-1701.0pp | 552.29%-540.6pp |
| Employer contribution / active EE | $256 | $1,383-81.5% | $1,042-75.4% | $4,663-94.5% |
| Participant deferral / active EE | $2,693 | $2,624+2.6% | $1,955+37.8% | $6,689-59.7% |
| Admin fee / account holder | $7,810 | $3,331+134.5% | $2,828+176.1% | $13,390-41.7% |