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 | $70,388 | $88,778-20.7% | $81,844-14.0% | $145,884-51.8% |
| Participation rate | 0.0% | 75.1%-75.1pp | 72.4%-72.4pp | 80.3%-80.3pp |
| Annual return | 19.08% | 1033.03%-1013.9pp | 778.87%-759.8pp | 551.85%-532.8pp |
| Employer contribution / active EE | $11,210 | $3,087+263.2% | $2,916+284.4% | $4,662+140.4% |
| Participant deferral / active EE | $0 | $4,648-100.0% | $4,323-100.0% | $6,690-100.0% |
| Admin fee / account holder | $4,799 | $8,430-43.1% | $7,355-34.8% | $13,392-64.2% |