Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $22,436 | $134,001-83.3% | $112,258-80.0% | $134,509-83.3% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -19.77% | 47.15%-66.9pp | 27.47%-47.2pp | 418.13%-437.9pp |
| Employer contribution / active EE | $1,375 | $4,039-66.0% | $3,636-62.2% | $4,741-71.0% |
| Participant deferral / active EE | $3,674 | $5,291-30.6% | $4,728-22.3% | $6,400-42.6% |
| Admin fee / account holder | $372 | $7,491-95.0% | $6,411-94.2% | $11,427-96.7% |