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 | $114,295 | $198,457-42.4% | $170,435-32.9% | $147,586-22.6% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 11.08% | 257.30%-246.2pp | 205.94%-194.9pp | 578.59%-567.5pp |
| Employer contribution / active EE | $12,333 | $6,183+99.5% | $5,432+127.0% | $4,876+152.9% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $28,238 | $16,852+67.6% | $13,881+103.4% | $10,886+159.4% |