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 | $88,422 | $202,345-56.3% | $172,755-48.8% | $152,885-42.2% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 21.43% | 1029.77%-1008.3pp | 802.94%-781.5pp | 345.39%-324.0pp |
| Employer contribution / active EE | $1,543 | $5,858-73.7% | $5,144-70.0% | $4,763-67.6% |
| Participant deferral / active EE | $8,343 | $5,948+40.3% | $5,198+60.5% | $5,851+42.6% |
| Admin fee / account holder | $538 | $17,111-96.9% | $13,955-96.1% | $11,598-95.4% |