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 | $69,083 | $54,355+27.1% | $82,744-16.5% | $68,486+0.9% |
| Participation rate | 12.8% | 63.9%-51.1pp | 72.6%-59.7pp | 67.9%-55.1pp |
| Annual return | -17.42% | -13.67%-3.8pp | 702.22%-719.6pp | -7.85%-9.6pp |
| Employer contribution / active EE | $392 | $2,219-82.3% | $3,008-87.0% | $2,597-84.9% |
| Participant deferral / active EE | $1,938 | $3,246-40.3% | $4,395-55.9% | $4,028-51.9% |
| Admin fee / account holder | $1,123 | $4,397-74.5% | $5,325-78.9% | $5,404-79.2% |