Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $52,734 | $167,362-68.5% | $143,799-63.3% | $134,532-60.8% |
| Participation rate | 68.8% | 84.8%-16.1pp | 80.3%-11.6pp | 81.2%-12.5pp |
| Annual return | -4.58% | 0.47%-5.1pp | -0.04%-4.5pp | 418.27%-422.8pp |
| Employer contribution / active EE | $2,106 | $5,620-62.5% | $4,952-57.5% | $4,741-55.6% |
| Participant deferral / active EE | $4,416 | $6,447-31.5% | $5,638-21.7% | $6,401-31.0% |
| Admin fee / account holder | $2,681 | $18,094-85.2% | $14,677-81.7% | $11,429-76.5% |