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 | $96,254 | $45,152+113.2% | $73,836+30.4% | $59,633+61.4% |
| Participation rate | 52.8% | 64.0%-11.2pp | 73.4%-20.6pp | 68.7%-15.8pp |
| Annual return | -0.27% | 27.40%-27.7pp | 2268.06%-2268.3pp | 2041.45%-2041.7pp |
| Employer contribution / active EE | $4,057 | $1,901+113.4% | $2,787+45.5% | $2,203+84.2% |
| Participant deferral / active EE | $1,957 | $2,573-23.9% | $3,583-45.4% | $3,192-38.7% |
| Admin fee / account holder | $2,072 | $3,515-41.1% | $4,882-57.6% | $4,297-51.8% |