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 | $151,806 | $138,078+9.9% | $125,363+21.1% | $134,509+12.9% |
| Participation rate | 18.2% | 84.5%-66.3pp | 82.4%-64.2pp | 81.2%-63.0pp |
| Annual return | -19.61% | 750.49%-770.1pp | 572.15%-591.8pp | 418.13%-437.7pp |
| Employer contribution / active EE | $1,404 | $5,245-73.2% | $4,815-70.8% | $4,741-70.4% |
| Participant deferral / active EE | $4,248 | $7,800-45.5% | $7,447-43.0% | $6,400-33.6% |
| Admin fee / account holder | $2,009 | $11,566-82.6% | $10,005-79.9% | $11,427-82.4% |