Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $77,914 | $180,459-56.8% | $154,108-49.4% | $135,380-42.4% |
| Participation rate | 63.6% | 87.4%-23.8pp | 83.0%-19.4pp | 82.6%-19.0pp |
| Annual return | -6.49% | 888.21%-894.7pp | 735.21%-741.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $1,591 | $6,035-73.6% | $5,298-70.0% | $4,779-66.7% |
| Participant deferral / active EE | $2,495 | $5,806-57.0% | $5,081-50.9% | $5,609-55.5% |
| Admin fee / account holder | $9,437 | $16,145-41.5% | $13,411-29.6% | $10,828-12.8% |