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 | $126,127 | $68,097+85.2% | $62,929+100.4% | $137,256-8.1% |
| Participation rate | 63.6% | 77.4%-13.8pp | 73.1%-9.5pp | 80.0%-16.3pp |
| Annual return | 13.92% | 1859.11%-1845.2pp | 1063.93%-1050.0pp | 220.34%-206.4pp |
| Employer contribution / active EE | $5,061 | $2,811+80.0% | $2,505+102.1% | $4,156+21.8% |
| Participant deferral / active EE | $6,914 | $4,553+51.9% | $3,888+77.8% | $6,407+7.9% |
| Admin fee / account holder | $1,139 | $6,521-82.5% | $5,065-77.5% | $12,270-90.7% |