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 | $75,380 | $82,314-8.4% | $68,808+9.6% | $134,532-44.0% |
| Participation rate | 41.7% | 75.1%-33.4pp | 69.0%-27.4pp | 81.2%-39.6pp |
| Annual return | -5.76% | -2.18%-3.6pp | -6.37%+0.6pp | 418.27%-424.0pp |
| Employer contribution / active EE | $2,587 | $3,301-21.6% | $2,656-2.6% | $4,741-45.4% |
| Participant deferral / active EE | $7,594 | $4,740+60.2% | $3,942+92.7% | $6,401+18.6% |
| Admin fee / account holder | $14,024 | $6,484+116.3% | $4,936+184.1% | $11,429+22.7% |