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 | $141,679 | $102,663+38.0% | $86,216+64.3% | $139,466+1.6% |
| Participation rate | 63.6% | 74.5%-10.9pp | 69.0%-5.3pp | 80.3%-16.7pp |
| Annual return | 20.62% | 1924.52%-1903.9pp | 1169.42%-1148.8pp | 373.66%-353.0pp |
| Employer contribution / active EE | $3,026 | $3,035-0.3% | $2,382+27.1% | $4,754-36.3% |
| Participant deferral / active EE | $9,615 | $4,677+105.6% | $3,986+141.2% | $6,712+43.3% |
| Admin fee / account holder | $4,302 | $8,663-50.3% | $6,853-37.2% | $11,409-62.3% |