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 | $78,294 | $138,114-43.3% | $125,391-37.6% | $134,545-41.8% |
| Participation rate | 61.5% | 84.5%-23.0pp | 82.4%-20.8pp | 81.2%-19.7pp |
| Annual return | -18.83% | 750.88%-769.7pp | 572.41%-591.2pp | 418.37%-437.2pp |
| Employer contribution / active EE | $3,121 | $5,246-40.5% | $4,816-35.2% | $4,742-34.2% |
| Participant deferral / active EE | $6,380 | $7,801-18.2% | $7,448-14.3% | $6,401-0.3% |
| Admin fee / account holder | $20,522 | $11,570+77.4% | $10,009+105.0% | $11,431+79.5% |