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 | $48,087 | $54,370-11.6% | $82,763-41.9% | $68,490-29.8% |
| Participation rate | 48.4% | 63.9%-15.5pp | 72.6%-24.2pp | 67.9%-19.5pp |
| Annual return | -17.37% | -13.67%-3.7pp | 702.45%-719.8pp | -7.85%-9.5pp |
| Employer contribution / active EE | $1,654 | $2,219-25.5% | $3,008-45.0% | $2,597-36.3% |
| Participant deferral / active EE | $2,456 | $3,247-24.3% | $4,395-44.1% | $4,028-39.0% |
| Admin fee / account holder | $408 | $4,398-90.7% | $5,325-92.3% | $5,403-92.5% |