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 | $69,950 | $95,975-27.1% | $74,549-6.2% | $135,379-48.3% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -6.92% | 56.96%-63.9pp | 32.53%-39.5pp | 519.79%-526.7pp |
| Employer contribution / active EE | $2,089 | $2,716-23.1% | $1,961+6.5% | $4,779-56.3% |
| Participant deferral / active EE | $3,417 | $3,844-11.1% | $3,108+9.9% | $5,609-39.1% |
| Admin fee / account holder | $541 | $6,522-91.7% | $5,059-89.3% | $10,828-95.0% |