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 | $177,527 | $95,979+85.0% | $74,551+138.1% | $135,380+31.1% |
| Participation rate | 68.2% | 75.7%-7.5pp | 69.1%-1.0pp | 82.6%-14.5pp |
| Annual return | -3.91% | 56.97%-60.9pp | 32.53%-36.4pp | 519.81%-523.7pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $950 | $3,844-75.3% | $3,108-69.4% | $5,609-83.1% |
| Admin fee / account holder | $17,880 | $6,522+174.1% | $5,059+253.4% | $10,828+65.1% |