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 | $80,446 | $82,630-2.6% | $64,105+25.5% | $125,389-35.8% |
| Participation rate | 66.7% | 75.9%-9.2pp | 68.2%-1.5pp | 83.2%-16.5pp |
| Annual return | -1.93% | 1489.72%-1491.7pp | 791.24%-793.2pp | 282.24%-284.2pp |
| Employer contribution / active EE | $1,253 | $2,671-53.1% | $1,820-31.2% | $4,866-74.3% |
| Participant deferral / active EE | $1,929 | $3,608-46.5% | $2,822-31.6% | $5,352-64.0% |
| Admin fee / account holder | $2,708 | $6,382-57.6% | $4,499-39.8% | $9,541-71.6% |