Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $36,362 | $142,361-74.5% | $119,608-69.6% | $134,509-73.0% |
| Participation rate | 57.1% | 82.8%-25.7pp | 79.3%-22.1pp | 81.2%-24.1pp |
| Annual return | -7.43% | -12.46%+5.0pp | -14.98%+7.5pp | 418.13%-425.6pp |
| Employer contribution / active EE | $1,195 | $5,224-77.1% | $4,232-71.8% | $4,741-74.8% |
| Participant deferral / active EE | $2,629 | $6,468-59.4% | $5,601-53.1% | $6,400-58.9% |
| Admin fee / account holder | $3,259 | $13,588-76.0% | $10,326-68.4% | $11,427-71.5% |