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 | $61,268 | $180,459-66.0% | $154,108-60.2% | $135,380-54.7% |
| Participation rate | 61.5% | 87.4%-25.9pp | 83.0%-21.5pp | 82.6%-21.1pp |
| Annual return | -8.05% | 888.21%-896.3pp | 735.21%-743.3pp | 519.81%-527.9pp |
| Employer contribution / active EE | $1,788 | $6,035-70.4% | $5,298-66.3% | $4,779-62.6% |
| Participant deferral / active EE | $6,008 | $5,806+3.5% | $5,081+18.3% | $5,609+7.1% |
| Admin fee / account holder | $4,392 | $16,145-72.8% | $13,411-67.3% | $10,828-59.4% |