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 | $38,231 | $167,362-77.2% | $143,799-73.4% | $134,532-71.6% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.6pp | 81.2%-14.6pp |
| Annual return | -16.29% | 0.47%-16.8pp | -0.04%-16.2pp | 418.27%-434.6pp |
| Employer contribution / active EE | $2,517 | $5,620-55.2% | $4,952-49.2% | $4,741-46.9% |
| Participant deferral / active EE | $7,294 | $6,447+13.1% | $5,638+29.4% | $6,401+13.9% |
| Admin fee / account holder | $557 | $18,094-96.9% | $14,677-96.2% | $11,429-95.1% |