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 | $39,754 | $75,962-47.7% | $154,108-74.2% | $64,173-38.1% |
| Participation rate | 61.7% | 70.4%-8.7pp | 83.0%-21.3pp | 69.6%-7.9pp |
| Annual return | -5.18% | 30.32%-35.5pp | 735.21%-740.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $558 | $3,350-83.3% | $5,298-89.5% | $2,381-76.6% |
| Participant deferral / active EE | $2,072 | $3,175-34.7% | $5,081-59.2% | $3,470-40.3% |
| Admin fee / account holder | $491 | $5,589-91.2% | $13,411-96.3% | $4,887-90.0% |