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 | $44,287 | $93,124-52.4% | $77,100-42.6% | $134,545-67.1% |
| Participation rate | 66.7% | 74.5%-7.8pp | 67.9%-1.3pp | 81.2%-14.6pp |
| Annual return | -18.68% | 62.68%-81.4pp | 42.35%-61.0pp | 418.37%-437.1pp |
| Employer contribution / active EE | $3,279 | $3,421-4.2% | $2,815+16.5% | $4,742-30.8% |
| Participant deferral / active EE | $6,136 | $5,242+17.1% | $4,430+38.5% | $6,401-4.1% |
| Admin fee / account holder | $2,393 | $6,970-65.7% | $5,443-56.0% | $11,431-79.1% |