Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $188,341 | $133,998+40.6% | $112,263+67.8% | $134,545+40.0% |
| Participation rate | 57.1% | 78.6%-21.4pp | 75.1%-17.9pp | 81.2%-24.1pp |
| Annual return | -16.59% | 47.17%-63.8pp | 27.49%-44.1pp | 418.37%-435.0pp |
| Employer contribution / active EE | $10,502 | $4,040+159.9% | $3,636+188.8% | $4,742+121.5% |
| Participant deferral / active EE | $9,605 | $5,292+81.5% | $4,729+103.1% | $6,401+50.0% |
| Admin fee / account holder | $9,739 | $7,493+30.0% | $6,410+51.9% | $11,431-14.8% |