Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $59,627 | $133,981-55.5% | $112,249-46.9% | $134,532-55.7% |
| Participation rate | 37.5% | 78.6%-41.1pp | 75.1%-37.6pp | 81.2%-43.7pp |
| Annual return | -16.66% | 47.16%-63.8pp | 27.48%-44.1pp | 418.27%-434.9pp |
| Employer contribution / active EE | $1,958 | $4,040-51.5% | $3,636-46.1% | $4,741-58.7% |
| Participant deferral / active EE | $9,416 | $5,292+77.9% | $4,729+99.1% | $6,401+47.1% |
| Admin fee / account holder | $64,640 | $7,492+762.8% | $6,412+908.0% | $11,429+465.6% |