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 | $61,214 | $211,946-71.1% | $169,452-63.9% | $135,380-54.8% |
| Participation rate | 66.7% | 82.6%-16.0pp | 77.8%-11.1pp | 82.6%-16.0pp |
| Annual return | -6.53% | 3.26%-9.8pp | 1.83%-8.4pp | 519.81%-526.3pp |
| Employer contribution / active EE | $1,596 | $5,117-68.8% | $4,157-61.6% | $4,779-66.6% |
| Participant deferral / active EE | $4,149 | $6,075-31.7% | $5,277-21.4% | $5,609-26.0% |
| Admin fee / account holder | $817 | $11,472-92.9% | $9,110-91.0% | $10,828-92.5% |