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 | $97,142 | $138,102-29.7% | $125,381-22.5% | $134,532-27.8% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -18.34% | 750.73%-769.1pp | 572.31%-590.6pp | 418.27%-436.6pp |
| Employer contribution / active EE | $3,250 | $5,245-38.0% | $4,815-32.5% | $4,741-31.5% |
| Participant deferral / active EE | $11,611 | $7,801+48.8% | $7,448+55.9% | $6,401+81.4% |
| Admin fee / account holder | $619 | $11,568-94.7% | $10,007-93.8% | $11,429-94.6% |