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 | $45,008 | $39,798+13.1% | $67,704-33.5% | $59,633-24.5% |
| Participation rate | 27.1% | 57.4%-30.2pp | 67.5%-40.4pp | 68.7%-41.5pp |
| Annual return | -2.30% | 89.94%-92.2pp | 25.41%-27.7pp | 2041.40%-2043.7pp |
| Employer contribution / active EE | $1,211 | $1,393-13.1% | $2,559-52.7% | $2,203-45.0% |
| Participant deferral / active EE | $1,764 | $2,335-24.5% | $3,585-50.8% | $3,192-44.7% |
| Admin fee / account holder | $1,000 | $3,212-68.9% | $4,255-76.5% | $4,297-76.7% |