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 | $103,055 | $135,639-24.0% | $110,241-6.5% | $135,382-23.9% |
| Participation rate | 68.2% | 83.5%-15.3pp | 79.8%-11.6pp | 82.6%-14.5pp |
| Annual return | -5.45% | 513.21%-518.7pp | 314.75%-320.2pp | 519.77%-525.2pp |
| Employer contribution / active EE | $0 | $4,907-100.0% | $3,827-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,165 | $5,507+48.3% | $4,672+74.8% | $5,609+45.6% |
| Admin fee / account holder | $25,139 | $11,457+119.4% | $8,548+194.1% | $10,829+132.2% |