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 | $32,753 | $95,917-65.9% | $79,583-58.8% | $134,545-75.7% |
| Participation rate | 64.3% | 75.0%-10.8pp | 69.5%-5.2pp | 81.2%-16.9pp |
| Annual return | -11.40% | -2.70%-8.7pp | 0.16%-11.6pp | 418.37%-429.8pp |
| Employer contribution / active EE | $1,207 | $3,129-61.4% | $2,414-50.0% | $4,742-74.6% |
| Participant deferral / active EE | $4,492 | $4,694-4.3% | $3,986+12.7% | $6,401-29.8% |
| Admin fee / account holder | $23,084 | $9,132+152.8% | $6,835+237.7% | $11,431+101.9% |