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 | $42,285 | $93,098-54.6% | $77,081-45.1% | $134,509-68.6% |
| Participation rate | 50.0% | 74.5%-24.5pp | 67.9%-17.9pp | 81.2%-31.2pp |
| Annual return | -16.00% | 62.63%-78.6pp | 42.33%-58.3pp | 418.13%-434.1pp |
| Employer contribution / active EE | $1,597 | $3,419-53.3% | $2,813-43.2% | $4,741-66.3% |
| Participant deferral / active EE | $4,242 | $5,239-19.0% | $4,428-4.2% | $6,400-33.7% |
| Admin fee / account holder | $1,643 | $6,945-76.3% | $5,427-69.7% | $11,427-85.6% |