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 | $31,638 | $75,959-58.3% | $154,114-79.5% | $64,181-50.7% |
| Participation rate | 40.6% | 70.4%-29.8pp | 83.0%-42.4pp | 69.6%-28.9pp |
| Annual return | -2.88% | 30.32%-33.2pp | 735.16%-738.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $1,152 | $3,350-65.6% | $5,298-78.3% | $2,381-51.6% |
| Participant deferral / active EE | $1,175 | $3,175-63.0% | $5,081-76.9% | $3,470-66.1% |
| Admin fee / account holder | $4,154 | $5,589-25.7% | $13,411-69.0% | $4,887-15.0% |