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 | $44,269 | $91,536-51.6% | $130,062-66.0% | $75,177-41.1% |
| Participation rate | 65.7% | 71.5%-5.7pp | 78.5%-12.8pp | 67.2%-1.5pp |
| Annual return | 52.35% | -631.62%+684.0pp | -137.37%+189.7pp | 160.75%-108.4pp |
| Employer contribution / active EE | $1,989 | $2,845-30.1% | $4,322-54.0% | $2,671-25.5% |
| Participant deferral / active EE | $3,494 | $4,343-19.6% | $5,821-40.0% | $4,126-15.3% |
| Admin fee / account holder | $1,251 | $6,780-81.5% | $10,601-88.2% | $5,651-77.9% |