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 | $64,921 | $138,114-53.0% | $125,391-48.2% | $134,545-51.7% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -15.03% | 750.88%-765.9pp | 572.41%-587.4pp | 418.37%-433.4pp |
| Employer contribution / active EE | $1,251 | $5,246-76.1% | $4,816-74.0% | $4,742-73.6% |
| Participant deferral / active EE | $2,983 | $7,801-61.8% | $7,448-60.0% | $6,401-53.4% |
| Admin fee / account holder | $5,047 | $11,570-56.4% | $10,009-49.6% | $11,431-55.8% |