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 | $86,085 | $138,076-37.7% | $123,553-30.3% | $135,380-36.4% |
| Participation rate | 63.6% | 84.7%-21.1pp | 82.3%-18.7pp | 82.6%-19.0pp |
| Annual return | -7.57% | 153.70%-161.3pp | 119.21%-126.8pp | 519.81%-527.4pp |
| Employer contribution / active EE | $3,892 | $5,152-24.5% | $4,628-15.9% | $4,779-18.6% |
| Participant deferral / active EE | $6,228 | $6,800-8.4% | $6,426-3.1% | $5,609+11.0% |
| Admin fee / account holder | $13,121 | $10,917+20.2% | $9,284+41.3% | $10,828+21.2% |