Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $29,917 | $93,117-67.9% | $77,096-61.2% | $134,532-77.8% |
| Participation rate | 47.8% | 74.5%-26.7pp | 67.9%-20.1pp | 81.2%-33.4pp |
| Annual return | -20.91% | 62.67%-83.6pp | 42.35%-63.3pp | 418.27%-439.2pp |
| Employer contribution / active EE | $1,121 | $3,420-67.2% | $2,814-60.2% | $4,741-76.4% |
| Participant deferral / active EE | $4,100 | $5,241-21.8% | $4,429-7.4% | $6,401-36.0% |
| Admin fee / account holder | $450 | $6,948-93.5% | $5,428-91.7% | $11,429-96.1% |