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 | $40,059 | $44,850-10.7% | $60,547-33.8% | $59,633-32.8% |
| Participation rate | 60.8% | 59.5%+1.3pp | 68.0%-7.2pp | 68.7%-7.9pp |
| Annual return | -1.04% | 1074.14%-1075.2pp | 335.64%-336.7pp | 2041.45%-2042.5pp |
| Employer contribution / active EE | $1,046 | $1,462-28.5% | $2,419-56.8% | $2,203-52.5% |
| Participant deferral / active EE | $1,862 | $2,230-16.5% | $3,328-44.0% | $3,192-41.7% |
| Admin fee / account holder | $2,110 | $3,635-42.0% | $4,536-53.5% | $4,297-50.9% |