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 | $107,371 | $180,462-40.5% | $154,111-30.3% | $135,379-20.7% |
| Participation rate | 50.0% | 87.4%-37.4pp | 83.0%-33.0pp | 82.6%-32.6pp |
| Annual return | -2.55% | 888.17%-890.7pp | 735.18%-737.7pp | 519.79%-522.3pp |
| Employer contribution / active EE | $3,580 | $6,036-40.7% | $5,298-32.4% | $4,779-25.1% |
| Participant deferral / active EE | $9,250 | $5,806+59.3% | $5,081+82.1% | $5,609+64.9% |
| Admin fee / account holder | $46,916 | $16,145+190.6% | $13,411+249.8% | $10,828+333.3% |