Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $179,837 | $93,117+93.1% | $77,096+133.3% | $134,532+33.7% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -18.42% | 62.67%-81.1pp | 42.35%-60.8pp | 418.27%-436.7pp |
| Employer contribution / active EE | $1,924 | $3,420-43.7% | $2,814-31.6% | $4,741-59.4% |
| Participant deferral / active EE | $10,143 | $5,241+93.5% | $4,429+129.0% | $6,401+58.5% |
| Admin fee / account holder | $1,677 | $6,948-75.9% | $5,428-69.1% | $11,429-85.3% |