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 | $49,724 | $90,607-45.1% | $79,467-37.4% | $135,380-63.3% |
| Participation rate | 31.6% | 76.0%-44.5pp | 73.3%-41.8pp | 82.6%-51.1pp |
| Annual return | -3.83% | 977.74%-981.6pp | 718.30%-722.1pp | 519.81%-523.6pp |
| Employer contribution / active EE | $2,104 | $3,068-31.4% | $2,800-24.9% | $4,779-56.0% |
| Participant deferral / active EE | $4,142 | $4,050+2.3% | $3,704+11.8% | $5,609-26.2% |
| Admin fee / account holder | $8,233 | $5,895+39.7% | $5,104+61.3% | $10,828-24.0% |