Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $41,518 | $190,916-78.3% | $160,037-74.1% | $134,545-69.1% |
| Participation rate | 57.1% | 82.0%-24.8pp | 78.0%-20.8pp | 81.2%-24.1pp |
| Annual return | -19.12% | 552.79%-571.9pp | 408.95%-428.1pp | 418.37%-437.5pp |
| Employer contribution / active EE | $3,359 | $4,996-32.8% | $4,226-20.5% | $4,742-29.2% |
| Participant deferral / active EE | $4,102 | $6,925-40.8% | $6,184-33.7% | $6,401-35.9% |
| Admin fee / account holder | $10,191 | $10,497-2.9% | $8,716+16.9% | $11,431-10.8% |