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 | $79,187 | $95,975-17.5% | $74,552+6.2% | $135,382-41.5% |
| Participation rate | 55.6% | 75.7%-20.1pp | 69.1%-13.6pp | 82.6%-27.1pp |
| Annual return | -7.81% | 56.96%-64.8pp | 32.53%-40.3pp | 519.77%-527.6pp |
| Employer contribution / active EE | $3,250 | $2,716+19.7% | $1,961+65.8% | $4,779-32.0% |
| Participant deferral / active EE | $1,740 | $3,844-54.7% | $3,108-44.0% | $5,609-69.0% |
| Admin fee / account holder | $490 | $6,522-92.5% | $5,060-90.3% | $10,829-95.5% |