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 | $226,165 | $72,465+212.1% | $67,575+234.7% | $145,884+55.0% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 16.31% | 7222.56%-7206.2pp | 3528.98%-3512.7pp | 551.85%-535.5pp |
| Employer contribution / active EE | $11,176 | $3,074+263.6% | $2,736+308.5% | $4,662+139.7% |
| Participant deferral / active EE | $0 | $4,786-100.0% | $4,003-100.0% | $6,690-100.0% |
| Admin fee / account holder | $14,262 | $5,515+158.6% | $3,993+257.2% | $13,392+6.5% |