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 | $150,229 | $95,979+56.5% | $74,551+101.5% | $135,380+11.0% |
| Participation rate | 53.3% | 75.7%-22.3pp | 69.1%-15.8pp | 82.6%-29.3pp |
| Annual return | -2.50% | 56.97%-59.5pp | 32.53%-35.0pp | 519.81%-522.3pp |
| Employer contribution / active EE | $917 | $2,716-66.2% | $1,961-53.2% | $4,779-80.8% |
| Participant deferral / active EE | $3,948 | $3,844+2.7% | $3,108+27.0% | $5,609-29.6% |
| Admin fee / account holder | $3,130 | $6,522-52.0% | $5,059-38.1% | $10,828-71.1% |