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 | $73,127 | $92,743-21.2% | $82,744-11.6% | $134,532-45.6% |
| Participation rate | 57.1% | 75.2%-18.1pp | 72.6%-15.4pp | 81.2%-24.1pp |
| Annual return | -13.41% | 946.63%-960.0pp | 702.22%-715.6pp | 418.27%-431.7pp |
| Employer contribution / active EE | $605 | $3,273-81.5% | $3,008-79.9% | $4,741-87.2% |
| Participant deferral / active EE | $1,352 | $4,802-71.8% | $4,395-69.2% | $6,401-78.9% |
| Admin fee / account holder | $2,947 | $5,977-50.7% | $5,325-44.7% | $11,429-74.2% |