Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $64,469 | $54,370+18.6% | $82,763-22.1% | $68,490-5.9% |
| Participation rate | 40.5% | 63.9%-23.4pp | 72.6%-32.0pp | 67.9%-27.4pp |
| Annual return | -18.64% | -13.67%-5.0pp | 702.45%-721.1pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,281 | $2,219-42.3% | $3,008-57.4% | $2,597-50.7% |
| Participant deferral / active EE | $2,184 | $3,247-32.7% | $4,395-50.3% | $4,028-45.8% |
| Admin fee / account holder | $3,429 | $4,398-22.0% | $5,325-35.6% | $5,403-36.5% |