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 | $59,342 | $91,536-35.2% | $130,062-54.4% | $75,177-21.1% |
| Participation rate | 56.5% | 71.5%-14.9pp | 78.5%-22.0pp | 67.2%-10.7pp |
| Annual return | 14.34% | -631.62%+646.0pp | -137.37%+151.7pp | 160.75%-146.4pp |
| Employer contribution / active EE | $2,350 | $2,845-17.4% | $4,322-45.6% | $2,671-12.0% |
| Participant deferral / active EE | $2,949 | $4,343-32.1% | $5,821-49.3% | $4,126-28.5% |
| Admin fee / account holder | $1,633 | $6,780-75.9% | $10,601-84.6% | $5,651-71.1% |