Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $129,684 | $138,114-6.1% | $125,391+3.4% | $134,545-3.6% |
| Participation rate | 23.1% | 84.5%-61.4pp | 82.4%-59.3pp | 81.2%-58.2pp |
| Annual return | -12.08% | 750.88%-763.0pp | 572.41%-584.5pp | 418.37%-430.5pp |
| Employer contribution / active EE | $1,300 | $5,246-75.2% | $4,816-73.0% | $4,742-72.6% |
| Participant deferral / active EE | $3,063 | $7,801-60.7% | $7,448-58.9% | $6,401-52.2% |
| Admin fee / account holder | $6,043 | $11,570-47.8% | $10,009-39.6% | $11,431-47.1% |