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 | $21,241 | $90,607-76.6% | $79,467-73.3% | $135,380-84.3% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 82.6%-22.6pp |
| Annual return | -7.00% | 977.74%-984.7pp | 718.30%-725.3pp | 519.81%-526.8pp |
| Employer contribution / active EE | $2,183 | $3,068-28.8% | $2,800-22.0% | $4,779-54.3% |
| Participant deferral / active EE | $7,155 | $4,050+76.7% | $3,704+93.2% | $5,609+27.6% |
| Admin fee / account holder | $810 | $5,895-86.3% | $5,104-84.1% | $10,828-92.5% |