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 | $86,982 | $92,766-6.2% | $82,763+5.1% | $134,545-35.4% |
| Participation rate | 62.5% | 75.2%-12.7pp | 72.6%-10.1pp | 81.2%-18.7pp |
| Annual return | -17.08% | 946.97%-964.1pp | 702.45%-719.5pp | 418.37%-435.4pp |
| Employer contribution / active EE | $874 | $3,273-73.3% | $3,008-71.0% | $4,742-81.6% |
| Participant deferral / active EE | $1,789 | $4,802-62.7% | $4,395-59.3% | $6,401-72.0% |
| Admin fee / account holder | $3,705 | $5,978-38.0% | $5,325-30.4% | $11,431-67.6% |