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 | $43,908 | $47,977-8.5% | $154,111-71.5% | $56,287-22.0% |
| Participation rate | 69.9% | 66.2%+3.7pp | 83.0%-13.1pp | 69.9%+0.1pp |
| Annual return | -1.69% | 3.54%-5.2pp | 735.18%-736.9pp | -9.96%+8.3pp |
| Employer contribution / active EE | $2,586 | $2,169+19.2% | $5,298-51.2% | $2,111+22.5% |
| Participant deferral / active EE | $5,536 | $2,392+131.5% | $5,081+9.0% | $3,350+65.3% |
| Admin fee / account holder | $9,237 | $438+2007.8% | $13,411-31.1% | $521+1673.2% |