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 | $16,237 | $190,916-91.5% | $160,037-89.9% | $134,545-87.9% |
| Participation rate | 55.0% | 82.0%-27.0pp | 78.0%-23.0pp | 81.2%-26.2pp |
| Annual return | -9.51% | 552.79%-562.3pp | 408.95%-418.5pp | 418.37%-427.9pp |
| Employer contribution / active EE | $4,558 | $4,996-8.8% | $4,226+7.9% | $4,742-3.9% |
| Participant deferral / active EE | $3,326 | $6,925-52.0% | $6,184-46.2% | $6,401-48.0% |
| Admin fee / account holder | $3,930 | $10,497-62.6% | $8,716-54.9% | $11,431-65.6% |