Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $119,008 | $169,361-29.7% | $129,397-8.0% | $145,877-18.4% |
| Participation rate | 33.3% | 76.5%-43.1pp | 69.6%-36.3pp | 80.3%-47.0pp |
| Annual return | 11.50% | 14395.54%-14384.0pp | 9453.98%-9442.5pp | 551.28%-539.8pp |
| Employer contribution / active EE | $10,000 | $5,542+80.5% | $4,154+140.7% | $4,663+114.5% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $790 | $9,903-92.0% | $7,679-89.7% | $13,402-94.1% |