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 | $8,815 | $108,285-91.9% | $77,552-88.6% | $158,982-94.5% |
| Participation rate | 29.4% | 64.4%-35.0pp | 54.2%-24.8pp | 82.0%-52.6pp |
| Annual return | 0.00% | 31.69%-31.7pp | 54.82%-54.8pp | 302.99%-303.0pp |
| Employer contribution / active EE | $671 | $1,325-49.4% | $987-32.0% | $4,763-85.9% |
| Participant deferral / active EE | $2,832 | $2,455+15.4% | $1,861+52.2% | $5,983-52.7% |
| Admin fee / account holder | $1,053 | $3,709-71.6% | $2,859-63.2% | $11,252-90.6% |