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 | $37,861 | $211,946-82.1% | $169,452-77.7% | $135,380-72.0% |
| Participation rate | 45.0% | 82.6%-37.6pp | 77.8%-32.8pp | 82.6%-37.6pp |
| Annual return | -7.76% | 3.26%-11.0pp | 1.83%-9.6pp | 519.81%-527.6pp |
| Employer contribution / active EE | $0 | $5,117-100.0% | $4,157-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,772 | $6,075-54.4% | $5,277-47.5% | $5,609-50.6% |
| Admin fee / account holder | $1,518 | $11,472-86.8% | $9,110-83.3% | $10,828-86.0% |