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 | $79,838 | $138,072-42.2% | $123,549-35.4% | $135,382-41.0% |
| Participation rate | 54.5% | 84.7%-30.2pp | 82.3%-27.7pp | 82.6%-28.1pp |
| Annual return | -7.23% | 153.69%-160.9pp | 119.20%-126.4pp | 519.77%-527.0pp |
| Employer contribution / active EE | $2,199 | $5,152-57.3% | $4,628-52.5% | $4,779-54.0% |
| Participant deferral / active EE | $8,049 | $6,799+18.4% | $6,426+25.3% | $5,609+43.5% |
| Admin fee / account holder | $4,481 | $10,917-58.9% | $9,284-51.7% | $10,829-58.6% |