Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $27,087 | $95,193-71.5% | $76,523-64.6% | $135,382-80.0% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -6.82% | 4.85%-11.7pp | -0.27%-6.5pp | 519.77%-526.6pp |
| Employer contribution / active EE | $3,300 | $3,302-0.1% | $2,647+24.7% | $4,779-30.9% |
| Participant deferral / active EE | $21,500 | $4,639+363.4% | $3,835+460.6% | $5,609+283.3% |
| Admin fee / account holder | $20,523 | $6,249+228.4% | $4,848+323.3% | $10,829+89.5% |