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 | $46,966 | $75,959-38.2% | $154,114-69.5% | $64,181-26.8% |
| Participation rate | 37.5% | 70.4%-32.9pp | 83.0%-45.5pp | 69.6%-32.1pp |
| Annual return | -5.41% | 30.32%-35.7pp | 735.16%-740.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,045 | $3,350-68.8% | $5,298-80.3% | $2,381-56.1% |
| Participant deferral / active EE | $1,023 | $3,175-67.8% | $5,081-79.9% | $3,470-70.5% |
| Admin fee / account holder | $1,345 | $5,589-75.9% | $13,411-90.0% | $4,887-72.5% |