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 | $51,612 | $138,114-62.6% | $125,391-58.8% | $134,545-61.6% |
| Participation rate | 42.9% | 84.5%-41.6pp | 82.4%-39.5pp | 81.2%-38.4pp |
| Annual return | -10.50% | 750.88%-761.4pp | 572.41%-582.9pp | 418.37%-428.9pp |
| Employer contribution / active EE | $1,226 | $5,246-76.6% | $4,816-74.5% | $4,742-74.1% |
| Participant deferral / active EE | $3,317 | $7,801-57.5% | $7,448-55.5% | $6,401-48.2% |
| Admin fee / account holder | $2,967 | $11,570-74.4% | $10,009-70.4% | $11,431-74.0% |