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 | $80,191 | $106,551-24.7% | $91,225-12.1% | $134,532-40.4% |
| Participation rate | 66.7% | 76.8%-10.1pp | 73.2%-6.5pp | 81.2%-14.6pp |
| Annual return | -19.07% | 160.78%-179.8pp | 114.12%-133.2pp | 418.27%-437.3pp |
| Employer contribution / active EE | $2,155 | $3,331-35.3% | $2,851-24.4% | $4,741-54.5% |
| Participant deferral / active EE | $6,966 | $4,718+47.6% | $4,233+64.5% | $6,401+8.8% |
| Admin fee / account holder | $2,963 | $6,234-52.5% | $5,422-45.4% | $11,429-74.1% |