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 | $35,696 | $138,076-74.1% | $123,553-71.1% | $135,380-73.6% |
| Participation rate | 53.8% | 84.7%-30.9pp | 82.3%-28.4pp | 82.6%-28.8pp |
| Annual return | -6.42% | 153.70%-160.1pp | 119.21%-125.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $1,864 | $5,152-63.8% | $4,628-59.7% | $4,779-61.0% |
| Participant deferral / active EE | $3,635 | $6,800-46.5% | $6,426-43.4% | $5,609-35.2% |
| Admin fee / account holder | $1,888 | $10,917-82.7% | $9,284-79.7% | $10,828-82.6% |