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 | $95,651 | $150,447-36.4% | $136,298-29.8% | $147,586-35.2% |
| Participation rate | 61.5% | 84.4%-22.9pp | 81.9%-20.4pp | 82.8%-21.3pp |
| Annual return | 22.56% | 1049.15%-1026.6pp | 5156.27%-5133.7pp | 578.59%-556.0pp |
| Employer contribution / active EE | $1,510 | $5,256-71.3% | $4,696-67.8% | $4,876-69.0% |
| Participant deferral / active EE | $2,298 | $6,631-65.3% | $6,247-63.2% | $5,439-57.7% |
| Admin fee / account holder | $453 | $10,906-95.8% | $9,244-95.1% | $10,886-95.8% |