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 | $77,958 | $150,442-48.2% | $136,295-42.8% | $147,585-47.2% |
| Participation rate | 65.2% | 84.4%-19.2pp | 81.9%-16.7pp | 82.8%-17.6pp |
| Annual return | 13.24% | 1049.09%-1035.9pp | 5155.97%-5142.7pp | 578.56%-565.3pp |
| Employer contribution / active EE | $2,546 | $5,256-51.6% | $4,695-45.8% | $4,876-47.8% |
| Participant deferral / active EE | $6,862 | $6,630+3.5% | $6,247+9.8% | $5,439+26.2% |
| Admin fee / account holder | $475 | $10,905-95.6% | $9,243-94.9% | $10,885-95.6% |