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 | $79,814 | $93,124-14.3% | $77,100+3.5% | $134,545-40.7% |
| Participation rate | 18.2% | 74.5%-56.3pp | 67.9%-49.7pp | 81.2%-63.1pp |
| Annual return | -16.33% | 62.68%-79.0pp | 42.35%-58.7pp | 418.37%-434.7pp |
| Employer contribution / active EE | $0 | $3,421-100.0% | $2,815-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $5,242-100.0% | $4,430-100.0% | $6,401-100.0% |
| Admin fee / account holder | $795 | $6,970-88.6% | $5,443-85.4% | $11,431-93.0% |