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 | $30,695 | $138,102-77.8% | $125,381-75.5% | $134,532-77.2% |
| Participation rate | 64.3% | 84.5%-20.2pp | 82.4%-18.1pp | 81.2%-16.9pp |
| Annual return | -16.39% | 750.73%-767.1pp | 572.31%-588.7pp | 418.27%-434.7pp |
| Employer contribution / active EE | $1,224 | $5,245-76.7% | $4,815-74.6% | $4,741-74.2% |
| Participant deferral / active EE | $4,941 | $7,801-36.7% | $7,448-33.7% | $6,401-22.8% |
| Admin fee / account holder | $1,170 | $11,568-89.9% | $10,007-88.3% | $11,429-89.8% |