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 | $58,400 | $129,959-55.1% | $104,301-44.0% | $134,532-56.6% |
| Participation rate | 53.3% | 79.5%-26.2pp | 73.3%-19.9pp | 81.2%-27.9pp |
| Annual return | -18.36% | 42.04%-60.4pp | 24.61%-43.0pp | 418.27%-436.6pp |
| Employer contribution / active EE | $4,593 | $4,185+9.7% | $3,373+36.2% | $4,741-3.1% |
| Participant deferral / active EE | $6,526 | $5,589+16.8% | $4,626+41.1% | $6,401+2.0% |
| Admin fee / account holder | $476 | $9,325-94.9% | $7,340-93.5% | $11,429-95.8% |