Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $20,223 | $138,102-85.4% | $125,381-83.9% | $134,532-85.0% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -18.07% | 750.73%-768.8pp | 572.31%-590.4pp | 418.27%-436.3pp |
| Employer contribution / active EE | $1,762 | $5,245-66.4% | $4,815-63.4% | $4,741-62.8% |
| Participant deferral / active EE | $3,570 | $7,801-54.2% | $7,448-52.1% | $6,401-44.2% |
| Admin fee / account holder | $1,222 | $11,568-89.4% | $10,007-87.8% | $11,429-89.3% |