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 | $209,976 | $92,684+126.6% | $82,706+153.9% | $134,509+56.1% |
| Participation rate | 60.0% | 75.2%-15.2pp | 72.6%-12.6pp | 81.2%-21.2pp |
| Annual return | -19.64% | 945.84%-965.5pp | 701.76%-721.4pp | 418.13%-437.8pp |
| Employer contribution / active EE | $3,851 | $3,272+17.7% | $3,007+28.1% | $4,741-18.8% |
| Participant deferral / active EE | $5,735 | $4,800+19.5% | $4,394+30.5% | $6,400-10.4% |
| Admin fee / account holder | $1,172 | $5,982-80.4% | $5,329-78.0% | $11,427-89.7% |