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 | $155,565 | $75,962+104.8% | $154,111+0.9% | $64,173+142.4% |
| Participation rate | 57.5% | 70.4%-12.9pp | 83.0%-25.5pp | 69.6%-12.1pp |
| Annual return | -5.72% | 30.32%-36.0pp | 735.18%-740.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $4,656 | $3,350+39.0% | $5,298-12.1% | $2,381+95.5% |
| Participant deferral / active EE | $4,188 | $3,175+31.9% | $5,081-17.6% | $3,470+20.7% |
| Admin fee / account holder | $909 | $5,589-83.7% | $13,411-93.2% | $4,887-81.4% |