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 | $92,753 | $95,979-3.4% | $74,551+24.4% | $135,380-31.5% |
| Participation rate | 43.8% | 75.7%-31.9pp | 69.1%-25.4pp | 82.6%-38.9pp |
| Annual return | -7.49% | 56.97%-64.5pp | 32.53%-40.0pp | 519.81%-527.3pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,394 | $3,844-11.7% | $3,108+9.2% | $5,609-39.5% |
| Admin fee / account holder | $899 | $6,522-86.2% | $5,059-82.2% | $10,828-91.7% |