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 | $69,409 | $49,451+40.4% | $79,580-12.8% | $66,938+3.7% |
| Participation rate | 41.4% | 61.3%-20.0pp | 69.5%-28.1pp | 69.8%-28.5pp |
| Annual return | -14.87% | 84.25%-99.1pp | 0.15%-15.0pp | 1.58%-16.5pp |
| Employer contribution / active EE | $633 | $1,266-50.0% | $2,413-73.8% | $2,545-75.1% |
| Participant deferral / active EE | $2,024 | $3,159-35.9% | $3,985-49.2% | $4,238-52.3% |
| Admin fee / account holder | $6,545 | $595+1000.8% | $6,835-4.2% | $594+1002.8% |