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 | $46,325 | $167,353-72.3% | $143,797-67.8% | $134,545-65.6% |
| Participation rate | 53.8% | 84.8%-31.0pp | 80.3%-26.5pp | 81.2%-27.4pp |
| Annual return | -18.09% | 0.48%-18.6pp | -0.04%-18.1pp | 418.37%-436.5pp |
| Employer contribution / active EE | $1,379 | $5,620-75.5% | $4,952-72.1% | $4,742-70.9% |
| Participant deferral / active EE | $4,941 | $6,447-23.4% | $5,638-12.4% | $6,401-22.8% |
| Admin fee / account holder | $1,101 | $18,096-93.9% | $14,679-92.5% | $11,431-90.4% |