Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $43,621 | $167,353-73.9% | $143,797-69.7% | $134,545-67.6% |
| Participation rate | 54.5% | 84.8%-30.3pp | 80.3%-25.8pp | 81.2%-26.7pp |
| Annual return | -13.37% | 0.48%-13.8pp | -0.04%-13.3pp | 418.37%-431.7pp |
| Employer contribution / active EE | $1,744 | $5,620-69.0% | $4,952-64.8% | $4,742-63.2% |
| Participant deferral / active EE | $4,327 | $6,447-32.9% | $5,638-23.3% | $6,401-32.4% |
| Admin fee / account holder | $817 | $18,096-95.5% | $14,679-94.4% | $11,431-92.8% |