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 | $53,508 | $99,668-46.3% | $86,451-38.1% | $134,545-60.2% |
| Participation rate | 62.5% | 82.1%-19.6pp | 80.3%-17.8pp | 81.2%-18.7pp |
| Annual return | -15.11% | 6789.61%-6804.7pp | 4398.51%-4413.6pp | 418.37%-433.5pp |
| Employer contribution / active EE | $1,119 | $4,403-74.6% | $3,770-70.3% | $4,742-76.4% |
| Participant deferral / active EE | $4,141 | $7,249-42.9% | $6,953-40.4% | $6,401-35.3% |
| Admin fee / account holder | $1,004 | $8,377-88.0% | $6,734-85.1% | $11,431-91.2% |