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 | $42,224 | $54,357-22.3% | $82,706-48.9% | $68,495-38.4% |
| Participation rate | 56.4% | 63.9%-7.5pp | 72.6%-16.1pp | 67.9%-11.5pp |
| Annual return | -17.30% | -13.67%-3.6pp | 701.76%-719.1pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,046 | $2,218-52.9% | $3,007-65.2% | $2,596-59.7% |
| Participant deferral / active EE | $1,983 | $3,246-38.9% | $4,394-54.9% | $4,028-50.8% |
| Admin fee / account holder | $4,786 | $4,396+8.9% | $5,329-10.2% | $5,403-11.4% |