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 | $35,066 | $131,835-73.4% | $108,582-67.7% | $273,972-87.2% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.6%-12.9pp | 83.0%-16.3pp |
| Annual return | 5.09% | -91.57%+96.7pp | -51.70%+56.8pp | 41.46%-36.4pp |
| Employer contribution / active EE | $1,251 | $4,913-74.5% | $3,758-66.7% | $4,869-74.3% |
| Participant deferral / active EE | $3,976 | $5,127-22.5% | $4,311-7.8% | $5,287-24.8% |
| Admin fee / account holder | $572 | $10,253-94.4% | $7,645-92.5% | $10,133-94.4% |