Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $96,414 | $73,421+31.3% | $66,439+45.1% | $155,188-37.9% |
| Participation rate | 59.1% | 79.7%-20.6pp | 74.5%-15.4pp | 80.8%-21.7pp |
| Annual return | 14.96% | 1382.37%-1367.4pp | 757.66%-742.7pp | 148.84%-133.9pp |
| Employer contribution / active EE | $4,927 | $3,039+62.1% | $2,637+86.9% | $4,248+16.0% |
| Participant deferral / active EE | $6,897 | $4,680+47.4% | $3,876+77.9% | $6,531+5.6% |
| Admin fee / account holder | $11,508 | $8,856+29.9% | $6,173+86.4% | $14,480-20.5% |