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 | $77,519 | $67,352+15.1% | $60,899+27.3% | $134,509-42.4% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.1%-23.1pp | 81.2%-31.2pp |
| Annual return | -14.44% | 49.99%-64.4pp | 16.92%-31.4pp | 418.13%-432.6pp |
| Employer contribution / active EE | $0 | $3,098-100.0% | $2,702-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $10,024 | $4,539+120.9% | $3,817+162.6% | $6,400+56.6% |
| Admin fee / account holder | $48,358 | $4,585+954.8% | $3,225+1399.5% | $11,427+323.2% |