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 | $25,121 | $69,708-64.0% | $67,560-62.8% | $74,478-66.3% |
| Participation rate | 58.2% | 71.4%-13.3pp | 72.9%-14.8pp | 67.2%-9.1pp |
| Annual return | 17.85% | -40.67%+58.5pp | 3533.50%-3515.6pp | 1370.56%-1352.7pp |
| Employer contribution / active EE | $714 | $2,715-73.7% | $2,737-73.9% | $2,626-72.8% |
| Participant deferral / active EE | $1,325 | $3,637-63.6% | $4,004-66.9% | $4,350-69.5% |
| Admin fee / account holder | $1,638 | $887+84.6% | $3,994-59.0% | $1,946-15.8% |