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 | $151,031 | $138,075+9.4% | $123,552+22.2% | $135,379+11.6% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -6.30% | 153.70%-160.0pp | 119.20%-125.5pp | 519.79%-526.1pp |
| Employer contribution / active EE | $13,058 | $5,152+153.5% | $4,628+182.2% | $4,779+173.3% |
| Participant deferral / active EE | $8,650 | $6,800+27.2% | $6,426+34.6% | $5,609+54.2% |
| Admin fee / account holder | $1,477 | $10,917-86.5% | $9,285-84.1% | $10,828-86.4% |