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 | $145,641 | $190,879-23.7% | $160,009-9.0% | $134,532+8.3% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | -17.44% | 552.63%-570.1pp | 408.85%-426.3pp | 418.27%-435.7pp |
| Employer contribution / active EE | $697 | $4,995-86.0% | $4,225-83.5% | $4,741-85.3% |
| Participant deferral / active EE | $2,075 | $6,924-70.0% | $6,183-66.4% | $6,401-67.6% |
| Admin fee / account holder | $7,576 | $10,495-27.8% | $8,715-13.1% | $11,429-33.7% |