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 | $33,977 | $167,352-79.7% | $143,788-76.4% | $134,509-74.7% |
| Participation rate | 61.5% | 84.8%-23.3pp | 80.3%-18.8pp | 81.2%-19.7pp |
| Annual return | -17.41% | 0.47%-17.9pp | -0.03%-17.4pp | 418.13%-435.5pp |
| Employer contribution / active EE | $2,504 | $5,620-55.4% | $4,952-49.4% | $4,741-47.2% |
| Participant deferral / active EE | $0 | $6,447-100.0% | $5,638-100.0% | $6,400-100.0% |
| Admin fee / account holder | $3,756 | $18,091-79.2% | $14,675-74.4% | $11,427-67.1% |