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 | $53,841 | $100,805-46.6% | $86,698-37.9% | $134,532-60.0% |
| Participation rate | 52.6% | 79.0%-26.3pp | 76.6%-24.0pp | 81.2%-28.6pp |
| Annual return | -19.10% | 29.09%-48.2pp | 35.95%-55.1pp | 418.27%-437.4pp |
| Employer contribution / active EE | $864 | $3,490-75.2% | $2,837-69.5% | $4,741-81.8% |
| Participant deferral / active EE | $3,298 | $5,339-38.2% | $4,656-29.2% | $6,401-48.5% |
| Admin fee / account holder | $2,253 | $10,925-79.4% | $7,493-69.9% | $11,429-80.3% |