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 | $59,705 | $59,111+1.0% | $86,451-30.9% | $68,490-12.8% |
| Participation rate | 52.9% | 75.2%-22.3pp | 80.3%-27.4pp | 67.9%-15.0pp |
| Annual return | -14.90% | -0.22%-14.7pp | 4398.51%-4413.4pp | -7.85%-7.0pp |
| Employer contribution / active EE | $3,531 | $2,519+40.2% | $3,770-6.3% | $2,597+36.0% |
| Participant deferral / active EE | $4,646 | $5,900-21.2% | $6,953-33.2% | $4,028+15.4% |
| Admin fee / account holder | $2,876 | $5,640-49.0% | $6,734-57.3% | $5,403-46.8% |