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% | $135,987-8.0% | $74,429+68.1% |
| Participation rate | 33.6% | 69.4%-35.8pp | 76.4%-42.8pp | 67.2%-33.6pp |
| Annual return | 19.84% | 22.76%-2.9pp | 580.01%-560.2pp | 1368.38%-1348.5pp |
| Employer contribution / active EE | $768 | $2,816-72.7% | $4,214-81.8% | $2,625-70.7% |
| Participant deferral / active EE | $2,534 | $4,597-44.9% | $7,027-63.9% | $4,348-41.7% |
| Admin fee / account holder | $8,227 | $1,545+432.4% | $6,716+22.5% | $1,944+323.1% |