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 | $43,958 | $138,114-68.2% | $125,391-64.9% | $134,545-67.3% |
| Participation rate | 41.2% | 84.5%-43.3pp | 82.4%-41.2pp | 81.2%-40.1pp |
| Annual return | -19.19% | 750.88%-770.1pp | 572.41%-591.6pp | 418.37%-437.6pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $2,595 | $7,801-66.7% | $7,448-65.2% | $6,401-59.5% |
| Admin fee / account holder | $2,265 | $11,570-80.4% | $10,009-77.4% | $11,431-80.2% |