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 | $152,719 | $96,388+58.4% | $80,627+89.4% | $139,466+9.5% |
| Participation rate | 60.0% | 73.6%-13.6pp | 67.0%-7.0pp | 80.3%-20.3pp |
| Annual return | 24.01% | 1352.08%-1328.1pp | 936.76%-912.8pp | 373.66%-349.7pp |
| Employer contribution / active EE | $800 | $3,260-75.5% | $2,723-70.6% | $4,754-83.2% |
| Participant deferral / active EE | $1,984 | $5,224-62.0% | $4,443-55.3% | $6,712-70.4% |
| Admin fee / account holder | $1,237 | $6,603-81.3% | $5,381-77.0% | $11,409-89.2% |