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 | $46,376 | $82,630-43.9% | $64,105-27.7% | $125,389-63.0% |
| Participation rate | 60.0% | 75.9%-15.9pp | 68.2%-8.2pp | 83.2%-23.2pp |
| Annual return | -2.21% | 1489.72%-1491.9pp | 791.24%-793.5pp | 282.24%-284.5pp |
| Employer contribution / active EE | $2,615 | $2,671-2.1% | $1,820+43.7% | $4,866-46.3% |
| Participant deferral / active EE | $5,722 | $3,608+58.6% | $2,822+102.8% | $5,352+6.9% |
| Admin fee / account holder | $762 | $6,382-88.1% | $4,499-83.1% | $9,541-92.0% |