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 | $42,013 | $138,102-69.6% | $125,381-66.5% | $134,532-68.8% |
| Participation rate | 39.1% | 84.5%-45.4pp | 82.4%-43.2pp | 81.2%-42.1pp |
| Annual return | -19.85% | 750.73%-770.6pp | 572.31%-592.2pp | 418.27%-438.1pp |
| Employer contribution / active EE | $1,829 | $5,245-65.1% | $4,815-62.0% | $4,741-61.4% |
| Participant deferral / active EE | $3,837 | $7,801-50.8% | $7,448-48.5% | $6,401-40.1% |
| Admin fee / account holder | $6,481 | $11,568-44.0% | $10,007-35.2% | $11,429-43.3% |