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 | $51,581 | $167,352-69.2% | $143,788-64.1% | $134,509-61.7% |
| Participation rate | 57.1% | 84.8%-27.7pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -18.50% | 0.47%-19.0pp | -0.03%-18.5pp | 418.13%-436.6pp |
| Employer contribution / active EE | $3,454 | $5,620-38.5% | $4,952-30.3% | $4,741-27.1% |
| Participant deferral / active EE | $5,551 | $6,447-13.9% | $5,638-1.6% | $6,400-13.3% |
| Admin fee / account holder | $3,621 | $18,091-80.0% | $14,675-75.3% | $11,427-68.3% |