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 | $140,306 | $75,962+84.7% | $154,108-9.0% | $64,173+118.6% |
| Participation rate | 60.4% | 70.4%-10.0pp | 83.0%-22.6pp | 69.6%-9.2pp |
| Annual return | -5.92% | 30.32%-36.2pp | 735.21%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $1,338 | $3,350-60.1% | $5,298-74.7% | $2,381-43.8% |
| Participant deferral / active EE | $2,778 | $3,175-12.5% | $5,081-45.3% | $3,470-19.9% |
| Admin fee / account holder | $12,318 | $5,589+120.4% | $13,411-8.2% | $4,887+152.0% |