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 | $23,035 | $138,078-83.3% | $125,363-81.6% | $134,509-82.9% |
| Participation rate | 63.6% | 84.5%-20.9pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -17.71% | 750.49%-768.2pp | 572.15%-589.9pp | 418.13%-435.8pp |
| Employer contribution / active EE | $3,113 | $5,245-40.7% | $4,815-35.4% | $4,741-34.3% |
| Participant deferral / active EE | $6,683 | $7,800-14.3% | $7,447-10.3% | $6,400+4.4% |
| Admin fee / account holder | $4,296 | $11,566-62.9% | $10,005-57.1% | $11,427-62.4% |