Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $58,411 | $133,998-56.4% | $112,263-48.0% | $134,545-56.6% |
| Participation rate | 35.7% | 78.6%-42.8pp | 75.1%-39.3pp | 81.2%-45.5pp |
| Annual return | -13.09% | 47.17%-60.3pp | 27.49%-40.6pp | 418.37%-431.5pp |
| Employer contribution / active EE | $1,508 | $4,040-62.7% | $3,636-58.5% | $4,742-68.2% |
| Participant deferral / active EE | $3,680 | $5,292-30.5% | $4,729-22.2% | $6,401-42.5% |
| Admin fee / account holder | $10,178 | $7,493+35.8% | $6,410+58.8% | $11,431-11.0% |