Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $42,133 | $105,867-60.2% | $90,760-53.6% | $134,532-68.7% |
| Participation rate | 55.6% | 78.3%-22.7pp | 75.7%-20.1pp | 81.2%-25.7pp |
| Annual return | -19.45% | -10.99%-8.5pp | -12.16%-7.3pp | 418.27%-437.7pp |
| Employer contribution / active EE | $1,097 | $3,464-68.3% | $2,922-62.4% | $4,741-76.9% |
| Participant deferral / active EE | $2,265 | $5,217-56.6% | $4,565-50.4% | $6,401-64.6% |
| Admin fee / account holder | $459 | $13,936-96.7% | $8,444-94.6% | $11,429-96.0% |