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 | $62,228 | $75,832-17.9% | $147,617-57.8% | $59,633+4.4% |
| Participation rate | 66.7% | 71.6%-4.9pp | 84.6%-18.0pp | 68.7%-2.0pp |
| Annual return | -1.83% | 0.37%-2.2pp | 61.98%-63.8pp | 2041.45%-2043.3pp |
| Employer contribution / active EE | $915 | $3,485-73.7% | $5,564-83.6% | $2,203-58.5% |
| Participant deferral / active EE | $2,666 | $3,131-14.8% | $4,895-45.5% | $3,192-16.5% |
| Admin fee / account holder | $6,611 | $5,986+10.5% | $11,612-43.1% | $4,297+53.9% |