Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $23,294 | $152,591-84.7% | $117,529-80.2% | $134,545-82.7% |
| Participation rate | 42.9% | 77.1%-34.3pp | 70.6%-27.7pp | 81.2%-38.4pp |
| Annual return | -0.53% | 53.04%-53.6pp | 29.77%-30.3pp | 418.37%-418.9pp |
| Employer contribution / active EE | $420 | $5,576-92.5% | $4,179-90.0% | $4,742-91.2% |
| Participant deferral / active EE | $777 | $4,821-83.9% | $4,072-80.9% | $6,401-87.9% |
| Admin fee / account holder | $308 | $7,004-95.6% | $5,645-94.6% | $11,431-97.3% |