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 | $95,024 | $99,011-4.0% | $86,582+9.7% | $147,586-35.6% |
| Participation rate | 68.8% | 76.3%-7.6pp | 73.5%-4.8pp | 82.8%-14.1pp |
| Annual return | 17.86% | 1312.75%-1294.9pp | 965.08%-947.2pp | 578.59%-560.7pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,207 | $3,972-44.4% | $3,609-38.8% | $5,439-59.4% |
| Admin fee / account holder | $460 | $5,709-91.9% | $4,904-90.6% | $10,886-95.8% |