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 | $138,609 | $95,979+44.4% | $74,551+85.9% | $135,380+2.4% |
| Participation rate | 62.5% | 75.7%-13.2pp | 69.1%-6.6pp | 82.6%-20.1pp |
| Annual return | -3.84% | 56.97%-60.8pp | 32.53%-36.4pp | 519.81%-523.6pp |
| Employer contribution / active EE | $1,374 | $2,716-49.4% | $1,961-29.9% | $4,779-71.2% |
| Participant deferral / active EE | $9,083 | $3,844+136.3% | $3,108+192.2% | $5,609+61.9% |
| Admin fee / account holder | $38,363 | $6,522+488.2% | $5,059+658.3% | $10,828+254.3% |