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 | $68,612 | $78,694-12.8% | $67,652+1.4% | $125,389-45.3% |
| Participation rate | 69.2% | 78.8%-9.6pp | 75.7%-6.4pp | 83.2%-14.0pp |
| Annual return | -2.04% | 9.46%-11.5pp | 6625.40%-6627.4pp | 282.24%-284.3pp |
| Employer contribution / active EE | $1,616 | $3,044-46.9% | $2,266-28.7% | $4,866-66.8% |
| Participant deferral / active EE | $5,360 | $4,292+24.9% | $3,560+50.6% | $5,352+0.2% |
| Admin fee / account holder | $5,480 | $7,403-26.0% | $4,821+13.7% | $9,541-42.6% |