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 | $40,218 | $94,529-57.5% | $140,019-71.3% | $64,173-37.3% |
| Participation rate | 41.4% | 84.1%-42.7pp | 87.5%-46.1pp | 69.6%-28.2pp |
| Annual return | -3.51% | 7.77%-11.3pp | 651.17%-654.7pp | 7.63%-11.1pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,583 | $5,250-12.7% | $6,927-33.8% | $3,470+32.1% |
| Admin fee / account holder | $1,319 | $6,741-80.4% | $10,705-87.7% | $4,887-73.0% |