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 | $52,114 | $133,981-61.1% | $112,249-53.6% | $134,532-61.3% |
| Participation rate | 52.2% | 78.6%-26.4pp | 75.1%-22.9pp | 81.2%-29.1pp |
| Annual return | -18.26% | 47.16%-65.4pp | 27.48%-45.7pp | 418.27%-436.5pp |
| Employer contribution / active EE | $1,791 | $4,040-55.7% | $3,636-50.8% | $4,741-62.2% |
| Participant deferral / active EE | $4,437 | $5,292-16.2% | $4,729-6.2% | $6,401-30.7% |
| Admin fee / account holder | $1,393 | $7,492-81.4% | $6,412-78.3% | $11,429-87.8% |