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 | $117,982 | $138,102-14.6% | $125,381-5.9% | $134,532-12.3% |
| Participation rate | 66.7% | 84.5%-17.8pp | 82.4%-15.7pp | 81.2%-14.6pp |
| Annual return | -16.71% | 750.73%-767.4pp | 572.31%-589.0pp | 418.27%-435.0pp |
| Employer contribution / active EE | $3,603 | $5,245-31.3% | $4,815-25.2% | $4,741-24.0% |
| Participant deferral / active EE | $12,976 | $7,801+66.3% | $7,448+74.2% | $6,401+102.7% |
| Admin fee / account holder | $313 | $11,568-97.3% | $10,007-96.9% | $11,429-97.3% |