Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $83,382 | $84,685-1.5% | $73,836+12.9% | $125,389-33.5% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.4%-6.8pp | 83.2%-16.5pp |
| Annual return | 1.63% | 3123.80%-3122.2pp | 2268.06%-2266.4pp | 282.24%-280.6pp |
| Employer contribution / active EE | $2,722 | $3,123-12.9% | $2,787-2.4% | $4,866-44.1% |
| Participant deferral / active EE | $2,755 | $3,993-31.0% | $3,583-23.1% | $5,352-48.5% |
| Admin fee / account holder | $5,053 | $5,694-11.3% | $4,882+3.5% | $9,541-47.0% |