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 | $122,911 | $84,464+45.5% | $61,399+100.2% | $134,509-8.6% |
| Participation rate | 54.5% | 62.2%-7.7pp | 52.6%+2.0pp | 81.2%-26.7pp |
| Annual return | -15.15% | 585.06%-600.2pp | 338.81%-354.0pp | 418.13%-433.3pp |
| Employer contribution / active EE | $0 | $1,545-100.0% | $1,159-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,179 | $2,818-22.7% | $2,124+2.6% | $6,400-66.0% |
| Admin fee / account holder | $636 | $2,587-75.4% | $2,131-70.1% | $11,427-94.4% |