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 | $42,544 | $49,177-13.5% | $79,476-46.5% | $64,181-33.7% |
| Participation rate | 65.7% | 65.0%+0.7pp | 73.3%-7.6pp | 69.6%-3.9pp |
| Annual return | -3.85% | -1.16%-2.7pp | 718.21%-722.1pp | 7.63%-11.5pp |
| Employer contribution / active EE | $2,936 | $2,076+41.4% | $2,800+4.8% | $2,381+23.3% |
| Participant deferral / active EE | $2,553 | $2,821-9.5% | $3,704-31.1% | $3,470-26.4% |
| Admin fee / account holder | $2,793 | $3,839-27.2% | $5,113-45.4% | $4,887-42.8% |