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 | $27,458 | $92,684-70.4% | $82,706-66.8% | $134,509-79.6% |
| Participation rate | 54.2% | 75.2%-21.0pp | 72.6%-18.4pp | 81.2%-27.1pp |
| Annual return | -16.39% | 945.84%-962.2pp | 701.76%-718.2pp | 418.13%-434.5pp |
| Employer contribution / active EE | $1,167 | $3,272-64.3% | $3,007-61.2% | $4,741-75.4% |
| Participant deferral / active EE | $1,260 | $4,800-73.8% | $4,394-71.3% | $6,400-80.3% |
| Admin fee / account holder | $2,964 | $5,982-50.5% | $5,329-44.4% | $11,427-74.1% |