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 | $165,161 | $97,732+69.0% | $83,831+97.0% | $135,380+22.0% |
| Participation rate | 22.2% | 80.0%-57.7pp | 76.1%-53.9pp | 82.6%-60.4pp |
| Annual return | -9.18% | 1287.56%-1296.7pp | 850.99%-860.2pp | 519.81%-529.0pp |
| Employer contribution / active EE | $2,205 | $4,222-47.8% | $3,631-39.3% | $4,779-53.9% |
| Participant deferral / active EE | $4,778 | $4,683+2.0% | $4,082+17.0% | $5,609-14.8% |
| Admin fee / account holder | $934 | $6,675-86.0% | $5,479-83.0% | $10,828-91.4% |