Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $69,775 | $211,946-67.1% | $169,452-58.8% | $135,380-48.5% |
| Participation rate | 41.2% | 82.6%-41.5pp | 77.8%-36.6pp | 82.6%-41.5pp |
| Annual return | -3.80% | 3.26%-7.1pp | 1.83%-5.6pp | 519.81%-523.6pp |
| Employer contribution / active EE | $2,304 | $5,117-55.0% | $4,157-44.6% | $4,779-51.8% |
| Participant deferral / active EE | $0 | $6,075-100.0% | $5,277-100.0% | $5,609-100.0% |
| Admin fee / account holder | $35,015 | $11,472+205.2% | $9,110+284.4% | $10,828+223.4% |