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 | $74,852 | $138,076-45.8% | $123,553-39.4% | $135,380-44.7% |
| Participation rate | 42.9% | 84.7%-41.9pp | 82.3%-39.4pp | 82.6%-39.8pp |
| Annual return | -5.92% | 153.70%-159.6pp | 119.21%-125.1pp | 519.81%-525.7pp |
| Employer contribution / active EE | $2,490 | $5,152-51.7% | $4,628-46.2% | $4,779-47.9% |
| Participant deferral / active EE | $4,460 | $6,800-34.4% | $6,426-30.6% | $5,609-20.5% |
| Admin fee / account holder | $922 | $10,917-91.6% | $9,284-90.1% | $10,828-91.5% |