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 | $158,824 | $134,001+18.5% | $112,258+41.5% | $134,509+18.1% |
| Participation rate | 60.0% | 78.6%-18.6pp | 75.1%-15.1pp | 81.2%-21.2pp |
| Annual return | -6.90% | 47.15%-54.1pp | 27.47%-34.4pp | 418.13%-425.0pp |
| Employer contribution / active EE | $3,473 | $4,039-14.0% | $3,636-4.5% | $4,741-26.7% |
| Participant deferral / active EE | $10,698 | $5,291+102.2% | $4,728+126.2% | $6,400+67.1% |
| Admin fee / account holder | $128,952 | $7,491+1621.5% | $6,411+1911.3% | $11,427+1028.5% |