Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $84,509 | $70,366+20.1% | $66,674+26.7% | $138,895-39.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 23.91% | 386.41%-362.5pp | 321.24%-297.3pp | 145.39%-121.5pp |
| Employer contribution / active EE | $4,565 | $2,765+65.1% | $2,620+74.2% | $4,194+8.8% |
| Participant deferral / active EE | $6,219 | $4,374+42.2% | $4,084+52.3% | $6,396-2.8% |
| Admin fee / account holder | $534 | $5,262-89.9% | $5,098-89.5% | $12,562-95.8% |