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 | $36,715 | $100,805-63.6% | $86,698-57.7% | $134,532-72.7% |
| Participation rate | 28.6% | 79.0%-50.4pp | 76.6%-48.0pp | 81.2%-52.7pp |
| Annual return | -16.44% | 29.09%-45.5pp | 35.95%-52.4pp | 418.27%-434.7pp |
| Employer contribution / active EE | $0 | $3,490-100.0% | $2,837-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,866 | $5,339-46.3% | $4,656-38.5% | $6,401-55.2% |
| Admin fee / account holder | $8,093 | $10,925-25.9% | $7,493+8.0% | $11,429-29.2% |