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 | $50,356 | $82,678-39.1% | $125,391-59.8% | $68,490-26.5% |
| Participation rate | 56.1% | 75.1%-18.9pp | 82.4%-26.2pp | 67.9%-11.8pp |
| Annual return | -2.45% | -5.97%+3.5pp | 572.41%-574.9pp | -7.85%+5.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,816-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,102 | $6,111+48.9% | $7,448+22.2% | $4,028+126.0% |
| Admin fee / account holder | $12,154 | $6,277+93.6% | $10,009+21.4% | $5,403+124.9% |