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 | $66,558 | $92,743-28.2% | $82,744-19.6% | $134,532-50.5% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -20.16% | 946.63%-966.8pp | 702.22%-722.4pp | 418.27%-438.4pp |
| Employer contribution / active EE | $2,249 | $3,273-31.3% | $3,008-25.2% | $4,741-52.6% |
| Participant deferral / active EE | $6,700 | $4,802+39.5% | $4,395+52.5% | $6,401+4.7% |
| Admin fee / account holder | $489 | $5,977-91.8% | $5,325-90.8% | $11,429-95.7% |