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 | $67,275 | $138,078-51.3% | $125,363-46.3% | $134,509-50.0% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -10.05% | 750.49%-760.5pp | 572.15%-582.2pp | 418.13%-428.2pp |
| Employer contribution / active EE | $2,701 | $5,245-48.5% | $4,815-43.9% | $4,741-43.0% |
| Participant deferral / active EE | $3,659 | $7,800-53.1% | $7,447-50.9% | $6,400-42.8% |
| Admin fee / account holder | $43,234 | $11,566+273.8% | $10,005+332.1% | $11,427+278.4% |