Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-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 | $38,828 | $190,879-79.7% | $160,009-75.7% | $134,532-71.1% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.0%-28.0pp | 81.2%-31.2pp |
| Annual return | 0.00% | 552.63%-552.6pp | 408.85%-408.8pp | 418.27%-418.3pp |
| Employer contribution / active EE | $5,001 | $4,995+0.1% | $4,225+18.4% | $4,741+5.5% |
| Participant deferral / active EE | $8,430 | $6,924+21.8% | $6,183+36.3% | $6,401+31.7% |
| Admin fee / account holder | $403 | $10,495-96.2% | $8,715-95.4% | $11,429-96.5% |