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 | $60,094 | $92,219-34.8% | $76,768-21.7% | $135,379-55.6% |
| Participation rate | 53.3% | 79.8%-26.4pp | 77.0%-23.6pp | 82.6%-29.3pp |
| Annual return | -6.45% | 5.46%-11.9pp | 2.43%-8.9pp | 519.79%-526.2pp |
| Employer contribution / active EE | $1,554 | $3,216-51.7% | $2,485-37.5% | $4,779-67.5% |
| Participant deferral / active EE | $6,807 | $4,508+51.0% | $3,852+76.7% | $5,609+21.4% |
| Admin fee / account holder | $21,424 | $10,749+99.3% | $6,675+221.0% | $10,828+97.9% |