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 | $64,007 | $92,766-31.0% | $82,763-22.7% | $134,545-52.4% |
| Participation rate | 40.0% | 75.2%-35.2pp | 72.6%-32.6pp | 81.2%-41.2pp |
| Annual return | -16.88% | 946.97%-963.9pp | 702.45%-719.3pp | 418.37%-435.2pp |
| Employer contribution / active EE | $808 | $3,273-75.3% | $3,008-73.2% | $4,742-83.0% |
| Participant deferral / active EE | $5,531 | $4,802+15.2% | $4,395+25.8% | $6,401-13.6% |
| Admin fee / account holder | $515 | $5,978-91.4% | $5,325-90.3% | $11,431-95.5% |