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 | $221,972 | $138,075+60.8% | $123,552+79.7% | $135,379+64.0% |
| Participation rate | 57.9% | 84.7%-26.8pp | 82.3%-24.4pp | 82.6%-24.7pp |
| Annual return | -6.07% | 153.70%-159.8pp | 119.20%-125.3pp | 519.79%-525.9pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,058 | $6,800+33.2% | $6,426+41.0% | $5,609+61.5% |
| Admin fee / account holder | $56,185 | $10,917+414.7% | $9,285+505.1% | $10,828+418.9% |