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 | $34,280 | $131,835-74.0% | $108,582-68.4% | $273,972-87.5% |
| Participation rate | 64.3% | 83.5%-19.2pp | 79.6%-15.3pp | 83.0%-18.7pp |
| Annual return | 5.99% | -91.57%+97.6pp | -51.70%+57.7pp | 41.46%-35.5pp |
| Employer contribution / active EE | $2,335 | $4,913-52.5% | $3,758-37.9% | $4,869-52.0% |
| Participant deferral / active EE | $2,335 | $5,127-54.5% | $4,311-45.8% | $5,287-55.8% |
| Admin fee / account holder | $2,191 | $10,253-78.6% | $7,645-71.3% | $10,133-78.4% |