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 | $98,211 | $180,459-45.6% | $154,108-36.3% | $135,380-27.5% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -2.23% | 888.21%-890.4pp | 735.21%-737.4pp | 519.81%-522.0pp |
| Employer contribution / active EE | $3,835 | $6,035-36.5% | $5,298-27.6% | $4,779-19.7% |
| Participant deferral / active EE | $8,083 | $5,806+39.2% | $5,081+59.1% | $5,609+44.1% |
| Admin fee / account holder | $30,886 | $16,145+91.3% | $13,411+130.3% | $10,828+185.2% |