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 | $39,475 | $57,352-31.2% | $83,830-52.9% | $64,173-38.5% |
| Participation rate | 56.6% | 68.6%-12.0pp | 76.1%-19.5pp | 69.6%-13.0pp |
| Annual return | -4.44% | 11.38%-15.8pp | 850.97%-855.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,353 | $2,546-7.6% | $3,631-35.2% | $2,381-1.2% |
| Participant deferral / active EE | $3,629 | $2,993+21.3% | $4,082-11.1% | $3,470+4.6% |
| Admin fee / account holder | $9,089 | $4,046+124.6% | $5,479+65.9% | $4,887+86.0% |