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 | $68,922 | $68,097+1.2% | $62,929+9.5% | $137,256-49.8% |
| Participation rate | 66.7% | 77.4%-10.8pp | 73.1%-6.4pp | 80.0%-13.3pp |
| Annual return | 11.14% | 1859.11%-1848.0pp | 1063.93%-1052.8pp | 220.34%-209.2pp |
| Employer contribution / active EE | $3,360 | $2,811+19.5% | $2,505+34.2% | $4,156-19.2% |
| Participant deferral / active EE | $4,440 | $4,553-2.5% | $3,888+14.2% | $6,407-30.7% |
| Admin fee / account holder | $17,290 | $6,521+165.1% | $5,065+241.4% | $12,270+40.9% |