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 | $62,394 | $167,362-62.7% | $143,799-56.6% | $134,532-53.6% |
| Participation rate | 68.8% | 84.8%-16.1pp | 80.3%-11.6pp | 81.2%-12.5pp |
| Annual return | -16.08% | 0.47%-16.6pp | -0.04%-16.0pp | 418.27%-434.3pp |
| Employer contribution / active EE | $6,367 | $5,620+13.3% | $4,952+28.6% | $4,741+34.3% |
| Participant deferral / active EE | $10,577 | $6,447+64.1% | $5,638+87.6% | $6,401+65.2% |
| Admin fee / account holder | $5,941 | $18,094-67.2% | $14,677-59.5% | $11,429-48.0% |