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 | $44,123 | $27,632+59.7% | $61,452-28.2% | $68,486-35.6% |
| Participation rate | 40.4% | 39.5%+0.9pp | 52.6%-12.2pp | 67.9%-27.5pp |
| Annual return | -17.56% | -13.24%-4.3pp | 338.96%-356.5pp | -7.85%-9.7pp |
| Employer contribution / active EE | $774 | $696+11.3% | $1,160-33.2% | $2,597-70.2% |
| Participant deferral / active EE | $1,913 | $1,264+51.4% | $2,125-9.9% | $4,028-52.5% |
| Admin fee / account holder | $25,141 | $2,010+1150.7% | $2,131+1079.8% | $5,404+365.2% |