Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $108,609 | $180,466-39.8% | $154,114-29.5% | $135,382-19.8% |
| Participation rate | 66.7% | 87.4%-20.8pp | 83.0%-16.4pp | 82.6%-16.0pp |
| Annual return | -5.80% | 888.15%-894.0pp | 735.16%-741.0pp | 519.77%-525.6pp |
| Employer contribution / active EE | $1,306 | $6,035-78.4% | $5,298-75.3% | $4,779-72.7% |
| Participant deferral / active EE | $14,333 | $5,806+146.9% | $5,081+182.1% | $5,609+155.5% |
| Admin fee / account holder | $942 | $16,144-94.2% | $13,411-93.0% | $10,829-91.3% |