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 | $100,460 | $138,078-27.2% | $125,363-19.9% | $134,509-25.3% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -16.06% | 750.49%-766.6pp | 572.15%-588.2pp | 418.13%-434.2pp |
| Employer contribution / active EE | $1,169 | $5,245-77.7% | $4,815-75.7% | $4,741-75.3% |
| Participant deferral / active EE | $2,643 | $7,800-66.1% | $7,447-64.5% | $6,400-58.7% |
| Admin fee / account holder | $1,743 | $11,566-84.9% | $10,005-82.6% | $11,427-84.7% |