Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $40,571 | $100,805-59.8% | $86,698-53.2% | $134,532-69.8% |
| Participation rate | 56.3% | 79.0%-22.7pp | 76.6%-20.3pp | 81.2%-25.0pp |
| Annual return | -10.54% | 29.09%-39.6pp | 35.95%-46.5pp | 418.27%-428.8pp |
| Employer contribution / active EE | $1,330 | $3,490-61.9% | $2,837-53.1% | $4,741-71.9% |
| Participant deferral / active EE | $5,300 | $5,339-0.7% | $4,656+13.8% | $6,401-17.2% |
| Admin fee / account holder | $4,160 | $10,925-61.9% | $7,493-44.5% | $11,429-63.6% |