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 | $69,484 | $27,626+151.5% | $61,389+13.2% | $68,498+1.4% |
| Participation rate | 47.2% | 39.5%+7.7pp | 52.6%-5.3pp | 67.9%-20.7pp |
| Annual return | -16.46% | -13.24%-3.2pp | 338.73%-355.2pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,208 | $696+73.7% | $1,160+4.2% | $2,596-53.5% |
| Participant deferral / active EE | $3,865 | $1,263+205.9% | $2,125+81.9% | $4,027-4.0% |
| Admin fee / account holder | $694 | $2,010-65.4% | $2,130-67.4% | $5,403-87.1% |