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 | $135,053 | $92,743+45.6% | $82,744+63.2% | $134,532+0.4% |
| Participation rate | 58.8% | 75.2%-16.4pp | 72.6%-13.7pp | 81.2%-22.4pp |
| Annual return | -14.04% | 946.63%-960.7pp | 702.22%-716.3pp | 418.27%-432.3pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $5,241 | $4,802+9.2% | $4,395+19.3% | $6,401-18.1% |
| Admin fee / account holder | $26,702 | $5,977+346.7% | $5,325+401.5% | $11,429+133.6% |