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 | $45,317 | $57,352-21.0% | $83,831-45.9% | $64,173-29.4% |
| Participation rate | 39.3% | 68.6%-29.3pp | 76.1%-36.9pp | 69.6%-30.3pp |
| Annual return | -7.58% | 11.38%-19.0pp | 850.99%-858.6pp | 7.63%-15.2pp |
| Employer contribution / active EE | $3,962 | $2,546+55.6% | $3,631+9.1% | $2,381+66.4% |
| Participant deferral / active EE | $1,695 | $2,993-43.4% | $4,082-58.5% | $3,470-51.1% |
| Admin fee / account holder | $1,374 | $4,046-66.0% | $5,479-74.9% | $4,887-71.9% |