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 | $64,744 | $92,743-30.2% | $82,744-21.8% | $134,532-51.9% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -13.57% | 946.63%-960.2pp | 702.22%-715.8pp | 418.27%-431.8pp |
| Employer contribution / active EE | $2,648 | $3,273-19.1% | $3,008-12.0% | $4,741-44.2% |
| Participant deferral / active EE | $6,675 | $4,802+39.0% | $4,395+51.9% | $6,401+4.3% |
| Admin fee / account holder | $1,233 | $5,977-79.4% | $5,325-76.8% | $11,429-89.2% |