Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $45,170 | $138,114-67.3% | $125,391-64.0% | $134,545-66.4% |
| Participation rate | 40.0% | 84.5%-44.5pp | 82.4%-42.4pp | 81.2%-41.2pp |
| Annual return | -13.95% | 750.88%-764.8pp | 572.41%-586.4pp | 418.37%-432.3pp |
| Employer contribution / active EE | $1,243 | $5,246-76.3% | $4,816-74.2% | $4,742-73.8% |
| Participant deferral / active EE | $3,132 | $7,801-59.9% | $7,448-57.9% | $6,401-51.1% |
| Admin fee / account holder | $787 | $11,570-93.2% | $10,009-92.1% | $11,431-93.1% |