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 | $43,912 | $104,116-57.8% | $71,089-38.2% | $135,380-67.6% |
| Participation rate | 52.2% | 65.7%-13.5pp | 54.6%-2.5pp | 82.6%-30.5pp |
| Annual return | -5.40% | 1256.51%-1261.9pp | 650.65%-656.0pp | 519.81%-525.2pp |
| Employer contribution / active EE | $1,754 | $1,485+18.1% | $1,088+61.2% | $4,779-63.3% |
| Participant deferral / active EE | $4,542 | $2,524+80.0% | $1,873+142.5% | $5,609-19.0% |
| Admin fee / account holder | $3,519 | $4,142-15.0% | $3,082+14.2% | $10,828-67.5% |