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 | $117,224 | $109,872+6.7% | $98,483+19.0% | $167,536-30.0% |
| Participation rate | 68.8% | 75.8%-7.1pp | 73.3%-4.6pp | 82.1%-13.4pp |
| Annual return | 18.25% | 1959.31%-1941.1pp | 1494.38%-1476.1pp | 478.82%-460.6pp |
| Employer contribution / active EE | $2,578 | $3,225-20.1% | $2,961-12.9% | $4,839-46.7% |
| Participant deferral / active EE | $6,557 | $4,673+40.3% | $4,276+53.3% | $6,342+3.4% |
| Admin fee / account holder | $2,990 | $6,757-55.8% | $5,953-49.8% | $12,315-75.7% |