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 | $57,730 | $82,674-30.2% | $125,381-54.0% | $68,486-15.7% |
| Participation rate | 68.3% | 75.1%-6.8pp | 82.4%-14.1pp | 67.9%+0.4pp |
| Annual return | -17.84% | -5.97%-11.9pp | 572.31%-590.1pp | -7.85%-10.0pp |
| Employer contribution / active EE | $2,861 | $3,382-15.4% | $4,815-40.6% | $2,597+10.2% |
| Participant deferral / active EE | $5,686 | $6,111-6.9% | $7,448-23.7% | $4,028+41.2% |
| Admin fee / account holder | $946 | $6,277-84.9% | $10,007-90.5% | $5,404-82.5% |