Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $67,940 | $190,916-64.4% | $160,037-57.5% | $134,545-49.5% |
| Participation rate | 61.5% | 82.0%-20.4pp | 78.0%-16.4pp | 81.2%-19.7pp |
| Annual return | -19.03% | 552.79%-571.8pp | 408.95%-428.0pp | 418.37%-437.4pp |
| Employer contribution / active EE | $1,424 | $4,996-71.5% | $4,226-66.3% | $4,742-70.0% |
| Participant deferral / active EE | $4,708 | $6,925-32.0% | $6,184-23.9% | $6,401-26.5% |
| Admin fee / account holder | $1,015 | $10,497-90.3% | $8,716-88.4% | $11,431-91.1% |