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 | $40,186 | $152,597-73.7% | $117,533-65.8% | $134,532-70.1% |
| Participation rate | 57.1% | 77.1%-20.0pp | 70.6%-13.5pp | 81.2%-24.1pp |
| Annual return | -6.82% | 53.04%-59.9pp | 29.77%-36.6pp | 418.27%-425.1pp |
| Employer contribution / active EE | $2,182 | $5,576-60.9% | $4,179-47.8% | $4,741-54.0% |
| Participant deferral / active EE | $1,208 | $4,821-74.9% | $4,072-70.3% | $6,401-81.1% |
| Admin fee / account holder | $534 | $7,007-92.4% | $5,647-90.6% | $11,429-95.3% |