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 | $74,260 | $99,668-25.5% | $86,451-14.1% | $134,545-44.8% |
| Participation rate | 42.9% | 82.1%-39.2pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | -11.20% | 6789.61%-6800.8pp | 4398.51%-4409.7pp | 418.37%-429.6pp |
| Employer contribution / active EE | $1,926 | $4,403-56.3% | $3,770-48.9% | $4,742-59.4% |
| Participant deferral / active EE | $4,192 | $7,249-42.2% | $6,953-39.7% | $6,401-34.5% |
| Admin fee / account holder | $2,191 | $8,377-73.8% | $6,734-67.5% | $11,431-80.8% |