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 | $53,384 | $138,102-61.3% | $125,381-57.4% | $134,532-60.3% |
| Participation rate | 50.0% | 84.5%-34.5pp | 82.4%-32.4pp | 81.2%-31.2pp |
| Annual return | -14.05% | 750.73%-764.8pp | 572.31%-586.4pp | 418.27%-432.3pp |
| Employer contribution / active EE | $1,301 | $5,245-75.2% | $4,815-73.0% | $4,741-72.6% |
| Participant deferral / active EE | $3,101 | $7,801-60.2% | $7,448-58.4% | $6,401-51.6% |
| Admin fee / account holder | $443 | $11,568-96.2% | $10,007-95.6% | $11,429-96.1% |