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 | $46,206 | $142,361-67.5% | $119,608-61.4% | $134,509-65.6% |
| Participation rate | 61.1% | 82.8%-21.7pp | 79.3%-18.2pp | 81.2%-20.1pp |
| Annual return | -16.90% | -12.46%-4.4pp | -14.98%-1.9pp | 418.13%-435.0pp |
| Employer contribution / active EE | $1,716 | $5,224-67.2% | $4,232-59.5% | $4,741-63.8% |
| Participant deferral / active EE | $4,414 | $6,468-31.8% | $5,601-21.2% | $6,400-31.0% |
| Admin fee / account holder | $3,881 | $13,588-71.4% | $10,326-62.4% | $11,427-66.0% |