Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $34,111 | $138,114-75.3% | $125,391-72.8% | $134,545-74.6% |
| Participation rate | 69.2% | 84.5%-15.3pp | 82.4%-13.2pp | 81.2%-12.0pp |
| Annual return | -17.20% | 750.88%-768.1pp | 572.41%-589.6pp | 418.37%-435.6pp |
| Employer contribution / active EE | $2,837 | $5,246-45.9% | $4,816-41.1% | $4,742-40.2% |
| Participant deferral / active EE | $9,342 | $7,801+19.8% | $7,448+25.4% | $6,401+45.9% |
| Admin fee / account holder | $8,320 | $11,570-28.1% | $10,009-16.9% | $11,431-27.2% |