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 | $101,302 | $111,830-9.4% | $93,696+8.1% | $145,884-30.6% |
| Participation rate | 0.0% | 74.2%-74.2pp | 68.7%-68.7pp | 80.3%-80.3pp |
| Annual return | 11.58% | 204.08%-192.5pp | 133.74%-122.2pp | 551.85%-540.3pp |
| Employer contribution / active EE | $2,109 | $3,093-31.8% | $2,422-12.9% | $4,662-54.8% |
| Participant deferral / active EE | $10,509 | $4,920+113.6% | $4,417+137.9% | $6,690+57.1% |
| Admin fee / account holder | $73,238 | $10,249+614.6% | $8,287+783.8% | $13,392+446.9% |