Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $42,281 | $84,628-50.0% | $61,501-31.3% | $134,545-68.6% |
| Participation rate | 35.3% | 62.2%-26.9pp | 52.6%-17.3pp | 81.2%-45.9pp |
| Annual return | -19.00% | 585.61%-604.6pp | 339.04%-358.0pp | 418.37%-437.4pp |
| Employer contribution / active EE | $489 | $1,545-68.3% | $1,160-57.8% | $4,742-89.7% |
| Participant deferral / active EE | $3,800 | $2,819+34.8% | $2,125+78.8% | $6,401-40.6% |
| Admin fee / account holder | $3,031 | $2,587+17.1% | $2,132+42.2% | $11,431-73.5% |