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 | $132,187 | $90,617+45.9% | $79,476+66.3% | $135,382-2.4% |
| Participation rate | 60.9% | 76.1%-15.2pp | 73.3%-12.5pp | 82.6%-21.8pp |
| Annual return | -5.66% | 977.57%-983.2pp | 718.21%-723.9pp | 519.77%-525.4pp |
| Employer contribution / active EE | $2,634 | $3,068-14.2% | $2,800-6.0% | $4,779-44.9% |
| Participant deferral / active EE | $5,395 | $4,050+33.2% | $3,704+45.7% | $5,609-3.8% |
| Admin fee / account holder | $12,513 | $5,907+111.8% | $5,113+144.7% | $10,829+15.6% |