Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $71,727 | $69,012+3.9% | $160,037-55.2% | $68,490+4.7% |
| Participation rate | 46.2% | 65.4%-19.3pp | 78.0%-31.8pp | 67.9%-21.7pp |
| Annual return | -17.80% | -9.65%-8.1pp | 408.95%-426.8pp | -7.85%-9.9pp |
| Employer contribution / active EE | $2,072 | $2,212-6.3% | $4,226-51.0% | $2,597-20.2% |
| Participant deferral / active EE | $4,310 | $4,212+2.3% | $6,184-30.3% | $4,028+7.0% |
| Admin fee / account holder | $41,662 | $4,798+768.2% | $8,716+378.0% | $5,403+671.1% |