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 | $61,377 | $82,314-25.4% | $68,808-10.8% | $134,532-54.4% |
| Participation rate | 52.2% | 75.1%-22.9pp | 69.0%-16.8pp | 81.2%-29.1pp |
| Annual return | -20.50% | -2.18%-18.3pp | -6.37%-14.1pp | 418.27%-438.8pp |
| Employer contribution / active EE | $1,614 | $3,301-51.1% | $2,656-39.2% | $4,741-66.0% |
| Participant deferral / active EE | $4,722 | $4,740-0.4% | $3,942+19.8% | $6,401-26.2% |
| Admin fee / account holder | $6,778 | $6,484+4.5% | $4,936+37.3% | $11,429-40.7% |