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 | $55,664 | $97,020-42.6% | $83,327-33.2% | $135,380-58.9% |
| Participation rate | 50.0% | 80.4%-30.4pp | 77.8%-27.8pp | 82.6%-32.6pp |
| Annual return | -5.78% | 12.31%-18.1pp | 10.64%-16.4pp | 519.81%-525.6pp |
| Employer contribution / active EE | $1,223 | $4,144-70.5% | $3,379-63.8% | $4,779-74.4% |
| Participant deferral / active EE | $4,021 | $5,964-32.6% | $5,565-27.8% | $5,609-28.3% |
| Admin fee / account holder | $19,688 | $8,426+133.7% | $7,540+161.1% | $10,828+81.8% |