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 | $125,130 | $89,225+40.2% | $133,698-6.4% | $74,478+68.0% |
| Participation rate | 33.6% | 69.4%-35.8pp | 76.4%-42.8pp | 67.2%-33.6pp |
| Annual return | 19.84% | 22.76%-2.9pp | 580.90%-561.1pp | 1370.56%-1350.7pp |
| Employer contribution / active EE | $768 | $2,816-72.7% | $4,218-81.8% | $2,626-70.8% |
| Participant deferral / active EE | $2,534 | $4,597-44.9% | $7,016-63.9% | $4,350-41.8% |
| Admin fee / account holder | $8,227 | $1,545+432.4% | $6,703+22.7% | $1,946+322.8% |