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 | $60,342 | $90,614-33.4% | $76,089-20.7% | $145,877-58.6% |
| Participation rate | 61.1% | 74.5%-13.4pp | 69.1%-8.0pp | 80.3%-19.2pp |
| Annual return | 13.02% | 623.80%-610.8pp | 360.94%-347.9pp | 551.28%-538.3pp |
| Employer contribution / active EE | $2,190 | $3,324-34.1% | $2,690-18.6% | $4,663-53.0% |
| Participant deferral / active EE | $2,487 | $5,168-51.9% | $4,259-41.6% | $6,691-62.8% |
| Admin fee / account holder | $27,644 | $8,376+230.0% | $6,418+330.7% | $13,402+106.3% |