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 | $141,833 | $92,743+52.9% | $82,744+71.4% | $134,532+5.4% |
| Participation rate | 36.4% | 75.2%-38.8pp | 72.6%-36.2pp | 81.2%-44.9pp |
| Annual return | -16.40% | 946.63%-963.0pp | 702.22%-718.6pp | 418.27%-434.7pp |
| Employer contribution / active EE | $1,148 | $3,273-64.9% | $3,008-61.8% | $4,741-75.8% |
| Participant deferral / active EE | $1,791 | $4,802-62.7% | $4,395-59.2% | $6,401-72.0% |
| Admin fee / account holder | $23,622 | $5,977+295.2% | $5,325+343.6% | $11,429+106.7% |