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 | $44,752 | $72,446-38.2% | $67,561-33.8% | $145,877-69.3% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 13.04% | 7211.98%-7198.9pp | 3525.44%-3512.4pp | 551.28%-538.2pp |
| Employer contribution / active EE | $8,506 | $3,072+176.9% | $2,735+211.0% | $4,663+82.4% |
| Participant deferral / active EE | $8,639 | $4,785+80.6% | $4,003+115.8% | $6,691+29.1% |
| Admin fee / account holder | $1,312 | $5,541-76.3% | $4,006-67.2% | $13,402-90.2% |