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 | $81,336 | $92,743-12.3% | $82,744-1.7% | $134,532-39.5% |
| Participation rate | 56.3% | 75.2%-19.0pp | 72.6%-16.3pp | 81.2%-25.0pp |
| Annual return | -8.35% | 946.63%-955.0pp | 702.22%-710.6pp | 418.27%-426.6pp |
| Employer contribution / active EE | $1,774 | $3,273-45.8% | $3,008-41.0% | $4,741-62.6% |
| Participant deferral / active EE | $7,352 | $4,802+53.1% | $4,395+67.3% | $6,401+14.9% |
| Admin fee / account holder | $860 | $5,977-85.6% | $5,325-83.9% | $11,429-92.5% |