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 | $43,624 | $82,674-47.2% | $125,363-65.2% | $68,495-36.3% |
| Participation rate | 53.6% | 75.0%-21.5pp | 82.4%-28.8pp | 67.9%-14.3pp |
| Annual return | -16.60% | -5.97%-10.6pp | 572.15%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,347 | $3,382-60.2% | $4,815-72.0% | $2,596-48.1% |
| Participant deferral / active EE | $3,188 | $6,111-47.8% | $7,447-57.2% | $4,028-20.8% |
| Admin fee / account holder | $2,875 | $6,276-54.2% | $10,005-71.3% | $5,403-46.8% |