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 | $47,515 | $167,522-71.6% | $151,639-68.7% | $134,532-64.7% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -6.54% | 7.81%-14.3pp | 3.34%-9.9pp | 418.27%-424.8pp |
| Employer contribution / active EE | $2,830 | $6,828-58.6% | $6,165-54.1% | $4,741-40.3% |
| Participant deferral / active EE | $4,656 | $8,986-48.2% | $8,363-44.3% | $6,401-27.3% |
| Admin fee / account holder | $2,564 | $13,780-81.4% | $11,613-77.9% | $11,429-77.6% |