Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $58,807 | $156,927-62.5% | $121,169-51.5% | $139,456-57.8% |
| Participation rate | 57.1% | 76.4%-19.3pp | 69.5%-12.4pp | 80.3%-23.2pp |
| Annual return | 53.49% | 1475.85%-1422.4pp | 986.71%-933.2pp | 373.45%-320.0pp |
| Employer contribution / active EE | $999 | $5,542-82.0% | $4,168-76.0% | $4,753-79.0% |
| Participant deferral / active EE | $1,140 | $4,848-76.5% | $4,083-72.1% | $6,711-83.0% |
| Admin fee / account holder | $1,320 | $6,946-81.0% | $5,645-76.6% | $11,407-88.4% |