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 | $53,216 | $91,537-41.9% | $130,045-59.1% | $75,173-29.2% |
| Participation rate | 62.2% | 71.5%-9.2pp | 78.5%-16.3pp | 67.2%-5.0pp |
| Annual return | 14.45% | -631.55%+646.0pp | -137.30%+151.8pp | 160.72%-146.3pp |
| Employer contribution / active EE | $981 | $2,845-65.5% | $4,321-77.3% | $2,671-63.3% |
| Participant deferral / active EE | $2,322 | $4,343-46.5% | $5,820-60.1% | $4,126-43.7% |
| Admin fee / account holder | $8,246 | $6,780+21.6% | $10,600-22.2% | $5,651+45.9% |