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 | $59,807 | $100,805-40.7% | $86,698-31.0% | $134,532-55.5% |
| Participation rate | 63.6% | 79.0%-15.3pp | 76.6%-13.0pp | 81.2%-17.6pp |
| Annual return | -18.39% | 29.09%-47.5pp | 35.95%-54.3pp | 418.27%-436.7pp |
| Employer contribution / active EE | $2,577 | $3,490-26.2% | $2,837-9.2% | $4,741-45.6% |
| Participant deferral / active EE | $6,371 | $5,339+19.3% | $4,656+36.8% | $6,401-0.5% |
| Admin fee / account holder | $900 | $10,925-91.8% | $7,493-88.0% | $11,429-92.1% |