Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-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 | $24,703 | $64,324-61.6% | $118,946-79.2% | $79,852-69.1% |
| Participation rate | 50.0% | 64.9%-14.9pp | 75.4%-25.4pp | 69.6%-19.6pp |
| Annual return | 0.00% | 86.45%-86.4pp | 35.89%-35.9pp | 31.72%-31.7pp |
| Employer contribution / active EE | $733 | $1,836-60.1% | $3,263-77.5% | $2,471-70.3% |
| Participant deferral / active EE | $2,694 | $2,824-4.6% | $4,266-36.9% | $3,740-28.0% |
| Admin fee / account holder | $2,717 | $4,040-32.8% | $6,581-58.7% | $5,306-48.8% |