Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $152,923 | $150,435+1.7% | $120,580+26.8% | $145,897+4.8% |
| Participation rate | 50.0% | 78.8%-28.8pp | 72.0%-22.0pp | 80.3%-30.3pp |
| Annual return | 13.73% | 154.60%-140.9pp | 107.48%-93.7pp | 552.29%-538.6pp |
| Employer contribution / active EE | $3,483 | $4,352-20.0% | $3,469+0.4% | $4,663-25.3% |
| Participant deferral / active EE | $10,759 | $6,174+74.3% | $4,995+115.4% | $6,689+60.8% |
| Admin fee / account holder | $38,769 | $12,182+218.2% | $9,418+311.6% | $13,390+189.5% |