Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $165,307 | $78,707+110.0% | $117,861+40.3% | $70,126+135.7% |
| Participation rate | 60.5% | 73.2%-12.7pp | 79.7%-19.2pp | 69.5%-9.1pp |
| Annual return | 0.00% | 23.30%-23.3pp | 335.11%-335.1pp | 73.15%-73.1pp |
| Employer contribution / active EE | $2,217 | $2,223-0.3% | $3,786-41.5% | $2,343-5.4% |
| Participant deferral / active EE | $4,691 | $3,297+42.3% | $4,482+4.7% | $3,332+40.8% |
| Admin fee / account holder | $41,911 | $5,066+727.4% | $8,021+422.5% | $4,645+802.2% |