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 | $42,322 | $138,072-69.3% | $123,549-65.7% | $135,382-68.7% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -9.09% | 153.69%-162.8pp | 119.20%-128.3pp | 519.77%-528.9pp |
| Employer contribution / active EE | $1,712 | $5,152-66.8% | $4,628-63.0% | $4,779-64.2% |
| Participant deferral / active EE | $5,637 | $6,799-17.1% | $6,426-12.3% | $5,609+0.5% |
| Admin fee / account holder | $1,273 | $10,917-88.3% | $9,284-86.3% | $10,829-88.2% |