Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $42,716 | $84,499-49.4% | $125,391-65.9% | $66,949-36.2% |
| Participation rate | 66.3% | 76.4%-10.1pp | 82.4%-16.0pp | 69.8%-3.5pp |
| Annual return | -16.40% | -8.49%-7.9pp | 572.41%-588.8pp | 1.57%-18.0pp |
| Employer contribution / active EE | $2,400 | $3,554-32.5% | $4,816-50.2% | $2,545-5.7% |
| Participant deferral / active EE | $5,727 | $6,785-15.6% | $7,448-23.1% | $4,239+35.1% |
| Admin fee / account holder | $4,156 | $685+506.6% | $10,009-58.5% | $594+600.1% |