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 | $118,928 | $138,102-13.9% | $125,381-5.1% | $134,532-11.6% |
| Participation rate | 63.6% | 84.5%-20.9pp | 82.4%-18.7pp | 81.2%-17.6pp |
| Annual return | -12.01% | 750.73%-762.7pp | 572.31%-584.3pp | 418.27%-430.3pp |
| Employer contribution / active EE | $2,133 | $5,245-59.3% | $4,815-55.7% | $4,741-55.0% |
| Participant deferral / active EE | $11,609 | $7,801+48.8% | $7,448+55.9% | $6,401+81.4% |
| Admin fee / account holder | $7,775 | $11,568-32.8% | $10,007-22.3% | $11,429-32.0% |