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 | $91,454 | $56,197+62.7% | $67,652+35.2% | $59,633+53.4% |
| Participation rate | 58.2% | 71.5%-13.3pp | 75.7%-17.5pp | 68.7%-10.5pp |
| Annual return | -1.74% | 18508.10%-18509.8pp | 6625.40%-6627.1pp | 2041.45%-2043.2pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,750 | $2,844-3.3% | $3,560-22.7% | $3,192-13.8% |
| Admin fee / account holder | $6,260 | $3,958+58.2% | $4,821+29.9% | $4,297+45.7% |