Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $152,836 | $160,070-4.5% | $147,117+3.9% | $145,897+4.8% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.8pp |
| Annual return | 12.34% | 98.69%-86.3pp | 420.54%-408.2pp | 552.29%-540.0pp |
| Employer contribution / active EE | $1,784 | $5,285-66.2% | $4,932-63.8% | $4,663-61.7% |
| Participant deferral / active EE | $4,178 | $8,419-50.4% | $8,065-48.2% | $6,689-37.5% |
| Admin fee / account holder | $44,310 | $15,035+194.7% | $12,993+241.0% | $13,390+230.9% |