Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $162,830 | $105,145+54.9% | $94,664+72.0% | $139,466+16.8% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 0.00% | 38.09%-38.1pp | 156.84%-156.8pp | 373.66%-373.7pp |
| Employer contribution / active EE | $3,878 | $4,107-5.6% | $3,673+5.6% | $4,754-18.4% |
| Participant deferral / active EE | $17,179 | $7,599+126.1% | $7,417+131.6% | $6,712+155.9% |
| Admin fee / account holder | $375 | $8,972-95.8% | $7,222-94.8% | $11,409-96.7% |