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 | $54,277 | $94,529-42.6% | $140,019-61.2% | $64,173-15.4% |
| Participation rate | 69.2% | 84.1%-14.9pp | 87.5%-18.3pp | 69.6%-0.3pp |
| Annual return | -6.18% | 7.77%-14.0pp | 651.17%-657.4pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,552 | $3,812-59.3% | $5,605-72.3% | $2,381-34.8% |
| Participant deferral / active EE | $3,082 | $5,250-41.3% | $6,927-55.5% | $3,470-11.2% |
| Admin fee / account holder | $6,449 | $6,741-4.3% | $10,705-39.8% | $4,887+32.0% |