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 | $70,237 | $180,459-61.1% | $154,108-54.4% | $135,380-48.1% |
| Participation rate | 42.1% | 87.4%-45.3pp | 83.0%-40.9pp | 82.6%-40.5pp |
| Annual return | -6.47% | 888.21%-894.7pp | 735.21%-741.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $1,555 | $6,035-74.2% | $5,298-70.7% | $4,779-67.5% |
| Participant deferral / active EE | $4,738 | $5,806-18.4% | $5,081-6.7% | $5,609-15.5% |
| Admin fee / account holder | $4,377 | $16,145-72.9% | $13,411-67.4% | $10,828-59.6% |