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 | $56,400 | $90,607-37.8% | $79,467-29.0% | $135,380-58.3% |
| Participation rate | 68.2% | 76.0%-7.9pp | 73.3%-5.2pp | 82.6%-14.5pp |
| Annual return | -4.74% | 977.74%-982.5pp | 718.30%-723.0pp | 519.81%-524.5pp |
| Employer contribution / active EE | $1,880 | $3,068-38.7% | $2,800-32.9% | $4,779-60.7% |
| Participant deferral / active EE | $5,256 | $4,050+29.8% | $3,704+41.9% | $5,609-6.3% |
| Admin fee / account holder | $1,286 | $5,895-78.2% | $5,104-74.8% | $10,828-88.1% |