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 | $76,993 | $138,078-44.2% | $125,363-38.6% | $134,509-42.8% |
| Participation rate | 33.3% | 84.5%-51.2pp | 82.4%-49.0pp | 81.2%-47.9pp |
| Annual return | -17.36% | 750.49%-767.8pp | 572.15%-589.5pp | 418.13%-435.5pp |
| Employer contribution / active EE | $1,352 | $5,245-74.2% | $4,815-71.9% | $4,741-71.5% |
| Participant deferral / active EE | $2,552 | $7,800-67.3% | $7,447-65.7% | $6,400-60.1% |
| Admin fee / account holder | $660 | $11,566-94.3% | $10,005-93.4% | $11,427-94.2% |