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 | $50,755 | $167,362-69.7% | $143,799-64.7% | $134,532-62.3% |
| Participation rate | 37.5% | 84.8%-47.3pp | 80.3%-42.8pp | 81.2%-43.7pp |
| Annual return | -19.81% | 0.47%-20.3pp | -0.04%-19.8pp | 418.27%-438.1pp |
| Employer contribution / active EE | $1,712 | $5,620-69.5% | $4,952-65.4% | $4,741-63.9% |
| Participant deferral / active EE | $4,733 | $6,447-26.6% | $5,638-16.1% | $6,401-26.1% |
| Admin fee / account holder | $361 | $18,094-98.0% | $14,677-97.5% | $11,429-96.8% |