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 | $68,675 | $54,355+26.3% | $82,744-17.0% | $68,486+0.3% |
| Participation rate | 48.3% | 63.9%-15.6pp | 72.6%-24.2pp | 67.9%-19.6pp |
| Annual return | -17.10% | -13.67%-3.4pp | 702.22%-719.3pp | -7.85%-9.2pp |
| Employer contribution / active EE | $2,014 | $2,219-9.2% | $3,008-33.0% | $2,597-22.4% |
| Participant deferral / active EE | $1,295 | $3,246-60.1% | $4,395-70.5% | $4,028-67.8% |
| Admin fee / account holder | $8,442 | $4,397+92.0% | $5,325+58.5% | $5,404+56.2% |