Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $45,051 | $142,392-68.4% | $119,622-62.3% | $134,532-66.5% |
| Participation rate | 64.3% | 82.8%-18.5pp | 79.3%-15.0pp | 81.2%-16.9pp |
| Annual return | -18.90% | -12.46%-6.4pp | -14.98%-3.9pp | 418.27%-437.2pp |
| Employer contribution / active EE | $3,628 | $5,224-30.6% | $4,232-14.3% | $4,741-23.5% |
| Participant deferral / active EE | $5,642 | $6,467-12.8% | $5,601+0.7% | $6,401-11.9% |
| Admin fee / account holder | $420 | $13,593-96.9% | $10,328-95.9% | $11,429-96.3% |