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 | $91,263 | $150,447-39.3% | $136,298-33.0% | $147,586-38.2% |
| Participation rate | 40.0% | 84.4%-44.4pp | 81.9%-41.9pp | 82.8%-42.8pp |
| Annual return | 19.90% | 1049.15%-1029.3pp | 5156.27%-5136.4pp | 578.59%-558.7pp |
| Employer contribution / active EE | $1,893 | $5,256-64.0% | $4,696-59.7% | $4,876-61.2% |
| Participant deferral / active EE | $6,420 | $6,631-3.2% | $6,247+2.8% | $5,439+18.0% |
| Admin fee / account holder | $744 | $10,906-93.2% | $9,244-91.9% | $10,886-93.2% |