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 | $61,264 | $133,998-54.3% | $112,263-45.4% | $134,545-54.5% |
| Participation rate | 64.7% | 78.6%-13.9pp | 75.1%-10.4pp | 81.2%-16.5pp |
| Annual return | -18.54% | 47.17%-65.7pp | 27.49%-46.0pp | 418.37%-436.9pp |
| Employer contribution / active EE | $2,307 | $4,040-42.9% | $3,636-36.5% | $4,742-51.3% |
| Participant deferral / active EE | $5,283 | $5,292-0.2% | $4,729+11.7% | $6,401-17.5% |
| Admin fee / account holder | $795 | $7,493-89.4% | $6,410-87.6% | $11,431-93.0% |