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 | $159,989 | $168,635-5.1% | $147,617+8.4% | $125,389+27.6% |
| Participation rate | 53.3% | 88.8%-35.4pp | 84.6%-31.3pp | 83.2%-29.9pp |
| Annual return | -1.71% | 77.65%-79.4pp | 61.98%-63.7pp | 282.24%-284.0pp |
| Employer contribution / active EE | $3,270 | $6,252-47.7% | $5,564-41.2% | $4,866-32.8% |
| Participant deferral / active EE | $6,339 | $5,507+15.1% | $4,895+29.5% | $5,352+18.4% |
| Admin fee / account holder | $16,194 | $13,580+19.2% | $11,612+39.5% | $9,541+69.7% |