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 | $40,875 | $94,529-56.8% | $140,019-70.8% | $64,173-36.3% |
| Participation rate | 56.8% | 84.1%-27.3pp | 87.5%-30.7pp | 69.6%-12.8pp |
| Annual return | -6.52% | 7.77%-14.3pp | 651.17%-657.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $0 | $3,812-100.0% | $5,605-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,266 | $5,250-37.8% | $6,927-52.8% | $3,470-5.9% |
| Admin fee / account holder | $5,972 | $6,741-11.4% | $10,705-44.2% | $4,887+22.2% |