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 | $208,470 | $92,743+124.8% | $82,744+151.9% | $134,532+55.0% |
| Participation rate | 50.0% | 75.2%-25.2pp | 72.6%-22.6pp | 81.2%-31.2pp |
| Annual return | -12.01% | 946.63%-958.6pp | 702.22%-714.2pp | 418.27%-430.3pp |
| Employer contribution / active EE | $1,445 | $3,273-55.8% | $3,008-51.9% | $4,741-69.5% |
| Participant deferral / active EE | $3,703 | $4,802-22.9% | $4,395-15.7% | $6,401-42.2% |
| Admin fee / account holder | $704 | $5,977-88.2% | $5,325-86.8% | $11,429-93.8% |