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 | $105,860 | $138,078-23.3% | $125,363-15.6% | $134,509-21.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -13.35% | 750.49%-763.8pp | 572.15%-585.5pp | 418.13%-431.5pp |
| Employer contribution / active EE | $2,555 | $5,245-51.3% | $4,815-46.9% | $4,741-46.1% |
| Participant deferral / active EE | $9,211 | $7,800+18.1% | $7,447+23.7% | $6,400+43.9% |
| Admin fee / account holder | $819 | $11,566-92.9% | $10,005-91.8% | $11,427-92.8% |