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 | $32,782 | $114,130-71.3% | $96,192-65.9% | $167,553-80.4% |
| Participation rate | 69.2% | 75.1%-5.8pp | 68.4%+0.8pp | 82.1%-12.9pp |
| Annual return | 11.13% | 190.07%-178.9pp | 192.09%-181.0pp | 478.89%-467.8pp |
| Employer contribution / active EE | $2,147 | $3,431-37.4% | $2,799-23.3% | $4,840-55.6% |
| Participant deferral / active EE | $3,272 | $5,198-37.1% | $4,351-24.8% | $6,343-48.4% |
| Admin fee / account holder | $1,859 | $6,901-73.1% | $5,539-66.4% | $12,316-84.9% |