Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $197,223 | $84,551+133.3% | $61,452+220.9% | $134,532+46.6% |
| Participation rate | 26.1% | 62.2%-36.1pp | 52.6%-26.5pp | 81.2%-55.1pp |
| Annual return | -19.68% | 585.39%-605.1pp | 338.96%-358.6pp | 418.27%-437.9pp |
| Employer contribution / active EE | $804 | $1,545-48.0% | $1,160-30.7% | $4,741-83.0% |
| Participant deferral / active EE | $1,548 | $2,818-45.1% | $2,125-27.1% | $6,401-75.8% |
| Admin fee / account holder | $1,313 | $2,587-49.3% | $2,131-38.4% | $11,429-88.5% |