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 | $132,582 | $138,114-4.0% | $125,391+5.7% | $134,545-1.5% |
| Participation rate | 62.5% | 84.5%-22.0pp | 82.4%-19.9pp | 81.2%-18.7pp |
| Annual return | -18.54% | 750.88%-769.4pp | 572.41%-591.0pp | 418.37%-436.9pp |
| Employer contribution / active EE | $2,297 | $5,246-56.2% | $4,816-52.3% | $4,742-51.6% |
| Participant deferral / active EE | $5,814 | $7,801-25.5% | $7,448-21.9% | $6,401-9.2% |
| Admin fee / account holder | $11,568 | $11,5700% | $10,009+15.6% | $11,431+1.2% |