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 | $37,894 | $133,981-71.7% | $112,249-66.2% | $134,532-71.8% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -17.65% | 47.16%-64.8pp | 27.48%-45.1pp | 418.27%-435.9pp |
| Employer contribution / active EE | $1,570 | $4,040-61.1% | $3,636-56.8% | $4,741-66.9% |
| Participant deferral / active EE | $1,570 | $5,292-70.3% | $4,729-66.8% | $6,401-75.5% |
| Admin fee / account holder | $2,698 | $7,492-64.0% | $6,412-57.9% | $11,429-76.4% |