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 | $54,081 | $75,935-28.8% | $60,547-10.7% | $125,389-56.9% |
| Participation rate | 41.7% | 76.5%-34.9pp | 68.0%-26.3pp | 83.2%-41.5pp |
| Annual return | -1.08% | -5.38%+4.3pp | 335.64%-336.7pp | 282.24%-283.3pp |
| Employer contribution / active EE | $1,012 | $3,438-70.6% | $2,419-58.2% | $4,866-79.2% |
| Participant deferral / active EE | $1,595 | $4,506-64.6% | $3,328-52.1% | $5,352-70.2% |
| Admin fee / account holder | $419 | $6,768-93.8% | $4,536-90.8% | $9,541-95.6% |