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 | $73,461 | $95,917-23.4% | $79,583-7.7% | $134,545-45.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 69.5%-2.8pp | 81.2%-14.6pp |
| Annual return | -13.17% | -2.70%-10.5pp | 0.16%-13.3pp | 418.37%-431.5pp |
| Employer contribution / active EE | $1,011 | $3,129-67.7% | $2,414-58.1% | $4,742-78.7% |
| Participant deferral / active EE | $1,898 | $4,694-59.6% | $3,986-52.4% | $6,401-70.3% |
| Admin fee / account holder | $6,325 | $9,132-30.7% | $6,835-7.5% | $11,431-44.7% |