Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $8,966 | $92,743-90.3% | $82,744-89.2% | $134,532-93.3% |
| Participation rate | 54.5% | 75.2%-20.7pp | 72.6%-18.0pp | 81.2%-26.7pp |
| Annual return | -17.84% | 946.63%-964.5pp | 702.22%-720.1pp | 418.27%-436.1pp |
| Employer contribution / active EE | $1,226 | $3,273-62.5% | $3,008-59.3% | $4,741-74.1% |
| Participant deferral / active EE | $1,692 | $4,802-64.8% | $4,395-61.5% | $6,401-73.6% |
| Admin fee / account holder | $1,179 | $5,977-80.3% | $5,325-77.9% | $11,429-89.7% |