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 | $102,683 | $138,102-25.6% | $125,381-18.1% | $134,532-23.7% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -18.05% | 750.73%-768.8pp | 572.31%-590.4pp | 418.27%-436.3pp |
| Employer contribution / active EE | $2,058 | $5,245-60.8% | $4,815-57.3% | $4,741-56.6% |
| Participant deferral / active EE | $4,167 | $7,801-46.6% | $7,448-44.1% | $6,401-34.9% |
| Admin fee / account holder | $11,765 | $11,568+1.7% | $10,007+17.6% | $11,429+2.9% |