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 | $118,659 | $138,102-14.1% | $125,381-5.4% | $134,532-11.8% |
| Participation rate | 52.2% | 84.5%-32.3pp | 82.4%-30.2pp | 81.2%-29.1pp |
| Annual return | -13.94% | 750.73%-764.7pp | 572.31%-586.2pp | 418.27%-432.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,908 | $7,801-11.4% | $7,448-7.2% | $6,401+7.9% |
| Admin fee / account holder | $994 | $11,568-91.4% | $10,007-90.1% | $11,429-91.3% |