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 | $41,706 | $57,352-27.3% | $83,831-50.2% | $64,173-35.0% |
| Participation rate | 60.4% | 68.6%-8.2pp | 76.1%-15.8pp | 69.6%-9.2pp |
| Annual return | -8.22% | 11.38%-19.6pp | 850.99%-859.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $702 | $2,546-72.4% | $3,631-80.7% | $2,381-70.5% |
| Participant deferral / active EE | $3,512 | $2,993+17.3% | $4,082-14.0% | $3,470+1.2% |
| Admin fee / account holder | $1,903 | $4,046-53.0% | $5,479-65.3% | $4,887-61.1% |