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 | $152,768 | $92,766+64.7% | $82,763+84.6% | $134,545+13.5% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -20.37% | 946.97%-967.3pp | 702.45%-722.8pp | 418.37%-438.7pp |
| Employer contribution / active EE | $3,662 | $3,273+11.9% | $3,008+21.7% | $4,742-22.8% |
| Participant deferral / active EE | $8,614 | $4,802+79.4% | $4,395+96.0% | $6,401+34.6% |
| Admin fee / account holder | $29,027 | $5,978+385.6% | $5,325+445.1% | $11,431+153.9% |