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 | $37,810 | $93,124-59.4% | $77,100-51.0% | $134,545-71.9% |
| Participation rate | 61.1% | 74.5%-13.4pp | 67.9%-6.8pp | 81.2%-20.1pp |
| Annual return | -15.67% | 62.68%-78.4pp | 42.35%-58.0pp | 418.37%-434.0pp |
| Employer contribution / active EE | $1,775 | $3,421-48.1% | $2,815-36.9% | $4,742-62.6% |
| Participant deferral / active EE | $4,734 | $5,242-9.7% | $4,430+6.9% | $6,401-26.1% |
| Admin fee / account holder | $2,505 | $6,970-64.1% | $5,443-54.0% | $11,431-78.1% |