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 | $25,438 | $138,072-81.6% | $123,549-79.4% | $135,382-81.2% |
| Participation rate | 53.8% | 84.7%-30.9pp | 82.3%-28.4pp | 82.6%-28.8pp |
| Annual return | -7.69% | 153.69%-161.4pp | 119.20%-126.9pp | 519.77%-527.5pp |
| Employer contribution / active EE | $4,149 | $5,152-19.5% | $4,628-10.3% | $4,779-13.2% |
| Participant deferral / active EE | $9,486 | $6,799+39.5% | $6,426+47.6% | $5,609+69.1% |
| Admin fee / account holder | $4,014 | $10,917-63.2% | $9,284-56.8% | $10,829-62.9% |