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 | $203,664 | $138,114+47.5% | $125,391+62.4% | $134,545+51.4% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -18.42% | 750.88%-769.3pp | 572.41%-590.8pp | 418.37%-436.8pp |
| Employer contribution / active EE | $2,584 | $5,246-50.7% | $4,816-46.3% | $4,742-45.5% |
| Participant deferral / active EE | $6,306 | $7,801-19.2% | $7,448-15.3% | $6,401-1.5% |
| Admin fee / account holder | $1,937 | $11,570-83.3% | $10,009-80.6% | $11,431-83.1% |