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 | $45,916 | $97,732-53.0% | $83,831-45.2% | $135,380-66.1% |
| Participation rate | 66.7% | 80.0%-13.3pp | 76.1%-9.5pp | 82.6%-16.0pp |
| Annual return | -3.51% | 1287.56%-1291.1pp | 850.99%-854.5pp | 519.81%-523.3pp |
| Employer contribution / active EE | $1,922 | $4,222-54.5% | $3,631-47.1% | $4,779-59.8% |
| Participant deferral / active EE | $4,551 | $4,683-2.8% | $4,082+11.5% | $5,609-18.9% |
| Admin fee / account holder | $6,681 | $6,675+0.1% | $5,479+21.9% | $10,828-38.3% |