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 | $83,693 | $99,668-16.0% | $86,451-3.2% | $134,545-37.8% |
| Participation rate | 63.2% | 82.1%-18.9pp | 80.3%-17.2pp | 81.2%-18.1pp |
| Annual return | -13.12% | 6789.61%-6802.7pp | 4398.51%-4411.6pp | 418.37%-431.5pp |
| Employer contribution / active EE | $1,517 | $4,403-65.5% | $3,770-59.8% | $4,742-68.0% |
| Participant deferral / active EE | $2,708 | $7,249-62.6% | $6,953-61.1% | $6,401-57.7% |
| Admin fee / account holder | $8,723 | $8,377+4.1% | $6,734+29.5% | $11,431-23.7% |