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 | $147,337 | $138,076+6.7% | $123,553+19.3% | $135,380+8.8% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -3.59% | 153.70%-157.3pp | 119.21%-122.8pp | 519.81%-523.4pp |
| Employer contribution / active EE | $5,814 | $5,152+12.9% | $4,628+25.6% | $4,779+21.7% |
| Participant deferral / active EE | $6,057 | $6,800-10.9% | $6,426-5.7% | $5,609+8.0% |
| Admin fee / account holder | $130,867 | $10,917+1098.8% | $9,284+1309.5% | $10,828+1108.6% |