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 | $39,144 | $82,674-52.7% | $125,381-68.8% | $68,486-42.8% |
| Participation rate | 68.3% | 75.1%-6.8pp | 82.4%-14.1pp | 67.9%+0.4pp |
| Annual return | -17.75% | -5.97%-11.8pp | 572.31%-590.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $3,319 | $3,382-1.9% | $4,815-31.1% | $2,597+27.8% |
| Participant deferral / active EE | $6,611 | $6,111+8.2% | $7,448-11.2% | $4,028+64.2% |
| Admin fee / account holder | $3,016 | $6,277-52.0% | $10,007-69.9% | $5,404-44.2% |