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 | $85,193 | $90,607-6.0% | $79,467+7.2% | $135,380-37.1% |
| Participation rate | 30.4% | 76.0%-45.6pp | 73.3%-42.9pp | 82.6%-52.2pp |
| Annual return | -4.56% | 977.74%-982.3pp | 718.30%-722.9pp | 519.81%-524.4pp |
| Employer contribution / active EE | $1,119 | $3,068-63.5% | $2,800-60.0% | $4,779-76.6% |
| Participant deferral / active EE | $3,662 | $4,050-9.6% | $3,704-1.1% | $5,609-34.7% |
| Admin fee / account holder | $2,673 | $5,895-54.7% | $5,104-47.6% | $10,828-75.3% |