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 | $117,767 | $138,075-14.7% | $123,552-4.7% | $135,379-13.0% |
| Participation rate | 0.0% | 84.7%-84.7pp | 82.3%-82.3pp | 82.6%-82.6pp |
| Annual return | -3.08% | 153.70%-156.8pp | 119.20%-122.3pp | 519.79%-522.9pp |
| Employer contribution / active EE | $1,150 | $5,152-77.7% | $4,628-75.2% | $4,779-75.9% |
| Participant deferral / active EE | $8,921 | $6,800+31.2% | $6,426+38.8% | $5,609+59.0% |
| Admin fee / account holder | $750 | $10,917-93.1% | $9,285-91.9% | $10,828-93.1% |