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 | $45,201 | $92,743-51.3% | $82,744-45.4% | $134,532-66.4% |
| Participation rate | 68.8% | 75.2%-6.5pp | 72.6%-3.8pp | 81.2%-12.5pp |
| Annual return | -15.45% | 946.63%-962.1pp | 702.22%-717.7pp | 418.27%-433.7pp |
| Employer contribution / active EE | $925 | $3,273-71.7% | $3,008-69.2% | $4,741-80.5% |
| Participant deferral / active EE | $3,817 | $4,802-20.5% | $4,395-13.2% | $6,401-40.4% |
| Admin fee / account holder | $431 | $5,977-92.8% | $5,325-91.9% | $11,429-96.2% |