Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $68,722 | $91,525-24.9% | $130,026-47.1% | $75,181-8.6% |
| Participation rate | 56.0% | 71.4%-15.4pp | 78.5%-22.5pp | 67.2%-11.2pp |
| Annual return | 21.60% | -631.40%+653.0pp | -137.26%+158.9pp | 160.69%-139.1pp |
| Employer contribution / active EE | $3,937 | $2,844+38.4% | $4,321-8.9% | $2,671+47.4% |
| Participant deferral / active EE | $4,688 | $4,342+8.0% | $5,821-19.5% | $4,126+13.6% |
| Admin fee / account holder | $1,767 | $6,778-73.9% | $10,608-83.3% | $5,650-68.7% |