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 | $230,281 | $138,114+66.7% | $125,391+83.6% | $134,545+71.2% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -17.04% | 750.88%-767.9pp | 572.41%-589.5pp | 418.37%-435.4pp |
| Employer contribution / active EE | $19,875 | $5,246+278.9% | $4,816+312.7% | $4,742+319.2% |
| Participant deferral / active EE | $8,000 | $7,801+2.6% | $7,448+7.4% | $6,401+25.0% |
| Admin fee / account holder | $9,783 | $11,570-15.4% | $10,009-2.3% | $11,431-14.4% |