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 | $76,738 | $82,630-7.1% | $64,105+19.7% | $125,388-38.8% |
| Participation rate | 58.3% | 75.9%-17.5pp | 68.2%-9.8pp | 83.2%-24.9pp |
| Annual return | -0.43% | 1489.72%-1490.1pp | 791.24%-791.7pp | 282.24%-282.7pp |
| Employer contribution / active EE | $630 | $2,671-76.4% | $1,820-65.4% | $4,866-87.1% |
| Participant deferral / active EE | $2,048 | $3,608-43.3% | $2,822-27.4% | $5,352-61.7% |
| Admin fee / account holder | $5,007 | $6,382-21.5% | $4,499+11.3% | $9,541-47.5% |