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 | $100,225 | $202,342-50.5% | $172,753-42.0% | $152,909-34.5% |
| Participation rate | 68.2% | 87.1%-18.9pp | 82.6%-14.5pp | 82.5%-14.3pp |
| Annual return | 14.62% | 1029.88%-1015.3pp | 803.00%-788.4pp | 345.46%-330.8pp |
| Employer contribution / active EE | $0 | $5,857-100.0% | $5,144-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,426 | $5,948+8.0% | $5,198+23.6% | $5,851+9.8% |
| Admin fee / account holder | $14,163 | $17,112-17.2% | $13,956+1.5% | $11,601+22.1% |