Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $43,703 | $82,674-47.1% | $125,363-65.1% | $68,495-36.2% |
| Participation rate | 65.8% | 75.0%-9.3pp | 82.4%-16.6pp | 67.9%-2.1pp |
| Annual return | -13.69% | -5.97%-7.7pp | 572.15%-585.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $3,618 | $3,382+7.0% | $4,815-24.8% | $2,596+39.4% |
| Participant deferral / active EE | $6,167 | $6,111+0.9% | $7,447-17.2% | $4,028+53.1% |
| Admin fee / account holder | $1,189 | $6,276-81.1% | $10,005-88.1% | $5,403-78.0% |