Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $82,968 | $138,102-39.9% | $125,381-33.8% | $134,532-38.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -19.61% | 750.73%-770.3pp | 572.31%-591.9pp | 418.27%-437.9pp |
| Employer contribution / active EE | $3,673 | $5,245-30.0% | $4,815-23.7% | $4,741-22.5% |
| Participant deferral / active EE | $11,809 | $7,801+51.4% | $7,448+58.6% | $6,401+84.5% |
| Admin fee / account holder | $773 | $11,568-93.3% | $10,007-92.3% | $11,429-93.2% |