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 | $60,210 | $133,981-55.1% | $112,249-46.4% | $134,532-55.2% |
| Participation rate | 61.1% | 78.6%-17.4pp | 75.1%-14.0pp | 81.2%-20.1pp |
| Annual return | -15.21% | 47.16%-62.4pp | 27.48%-42.7pp | 418.27%-433.5pp |
| Employer contribution / active EE | $1,771 | $4,040-56.2% | $3,636-51.3% | $4,741-62.6% |
| Participant deferral / active EE | $3,029 | $5,292-42.8% | $4,729-36.0% | $6,401-52.7% |
| Admin fee / account holder | $356 | $7,492-95.2% | $6,412-94.4% | $11,429-96.9% |