Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $29,952 | $138,078-78.3% | $125,363-76.1% | $134,509-77.7% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -19.67% | 750.49%-770.2pp | 572.15%-591.8pp | 418.13%-437.8pp |
| Employer contribution / active EE | $1,381 | $5,245-73.7% | $4,815-71.3% | $4,741-70.9% |
| Participant deferral / active EE | $5,240 | $7,800-32.8% | $7,447-29.6% | $6,400-18.1% |
| Admin fee / account holder | $352 | $11,566-97.0% | $10,005-96.5% | $11,427-96.9% |