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 | $61,923 | $82,288-24.7% | $68,794-10.0% | $134,509-54.0% |
| Participation rate | 33.3% | 75.1%-41.7pp | 69.0%-35.7pp | 81.2%-47.9pp |
| Annual return | -9.50% | -2.19%-7.3pp | -6.37%-3.1pp | 418.13%-427.6pp |
| Employer contribution / active EE | $1,206 | $3,301-63.5% | $2,656-54.6% | $4,741-74.6% |
| Participant deferral / active EE | $1,139 | $4,738-76.0% | $3,941-71.1% | $6,400-82.2% |
| Admin fee / account holder | $89,776 | $6,482+1285.1% | $4,934+1719.4% | $11,427+685.7% |