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 | $37,498 | $95,895-60.9% | $79,576-52.9% | $134,509-72.1% |
| Participation rate | 50.0% | 75.0%-25.0pp | 69.5%-19.5pp | 81.2%-31.2pp |
| Annual return | -19.91% | -2.72%-17.2pp | 0.15%-20.1pp | 418.13%-438.0pp |
| Employer contribution / active EE | $1,881 | $3,128-39.9% | $2,413-22.0% | $4,741-60.3% |
| Participant deferral / active EE | $4,153 | $4,693-11.5% | $3,985+4.2% | $6,400-35.1% |
| Admin fee / account holder | $2,139 | $9,129-76.6% | $6,834-68.7% | $11,427-81.3% |