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 | $35,495 | $56,197-36.8% | $67,652-47.5% | $59,633-40.5% |
| Participation rate | 63.5% | 71.5%-8.0pp | 75.7%-12.2pp | 68.7%-5.2pp |
| Annual return | -0.92% | 18508.10%-18509.0pp | 6625.40%-6626.3pp | 2041.45%-2042.4pp |
| Employer contribution / active EE | $506 | $1,615-68.6% | $2,266-77.6% | $2,203-77.0% |
| Participant deferral / active EE | $2,026 | $2,844-28.8% | $3,560-43.1% | $3,192-36.5% |
| Admin fee / account holder | $1,379 | $3,958-65.2% | $4,821-71.4% | $4,297-67.9% |