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 | $73,459 | $138,076-46.8% | $123,553-40.5% | $135,380-45.7% |
| Participation rate | 65.0% | 84.7%-19.7pp | 82.3%-17.3pp | 82.6%-17.6pp |
| Annual return | -6.33% | 153.70%-160.0pp | 119.21%-125.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $4,684 | $5,152-9.1% | $4,628+1.2% | $4,779-2.0% |
| Participant deferral / active EE | $7,055 | $6,800+3.8% | $6,426+9.8% | $5,609+25.8% |
| Admin fee / account holder | $16,473 | $10,917+50.9% | $9,284+77.4% | $10,828+52.1% |