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 | $54,546 | $92,766-41.2% | $82,763-34.1% | $134,545-59.5% |
| Participation rate | 23.8% | 75.2%-51.4pp | 72.6%-48.8pp | 81.2%-57.4pp |
| Annual return | -18.86% | 946.97%-965.8pp | 702.45%-721.3pp | 418.37%-437.2pp |
| Employer contribution / active EE | $1,189 | $3,273-63.7% | $3,008-60.5% | $4,742-74.9% |
| Participant deferral / active EE | $2,930 | $4,802-39.0% | $4,395-33.3% | $6,401-54.2% |
| Admin fee / account holder | $536 | $5,978-91.0% | $5,325-89.9% | $11,431-95.3% |