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 | $55,809 | $168,635-66.9% | $147,617-62.2% | $125,389-55.5% |
| Participation rate | 66.7% | 88.8%-22.1pp | 84.6%-18.0pp | 83.2%-16.5pp |
| Annual return | -1.57% | 77.65%-79.2pp | 61.98%-63.5pp | 282.24%-283.8pp |
| Employer contribution / active EE | $1,913 | $6,252-69.4% | $5,564-65.6% | $4,866-60.7% |
| Participant deferral / active EE | $3,720 | $5,507-32.4% | $4,895-24.0% | $5,352-30.5% |
| Admin fee / account holder | $26,080 | $13,580+92.0% | $11,612+124.6% | $9,541+173.4% |