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 | $82,715 | $104,106-20.5% | $71,086+16.4% | $135,379-38.9% |
| Participation rate | 7.7% | 65.7%-58.0pp | 54.7%-47.0pp | 82.6%-74.9pp |
| Annual return | -11.55% | 1256.30%-1267.8pp | 650.59%-662.1pp | 519.79%-531.3pp |
| Employer contribution / active EE | $320 | $1,485-78.5% | $1,088-70.6% | $4,779-93.3% |
| Participant deferral / active EE | $800 | $2,527-68.3% | $1,874-57.3% | $5,609-85.7% |
| Admin fee / account holder | $1,284 | $4,142-69.0% | $3,082-58.3% | $10,828-88.1% |