Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 7-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 | $46,574 | $133,998-65.2% | $112,263-58.5% | $134,545-65.4% |
| Participation rate | 36.4% | 78.6%-42.2pp | 75.1%-38.7pp | 81.2%-44.9pp |
| Annual return | -6.54% | 47.17%-53.7pp | 27.49%-34.0pp | 418.37%-424.9pp |
| Employer contribution / active EE | $876 | $4,040-78.3% | $3,636-75.9% | $4,742-81.5% |
| Participant deferral / active EE | $5,021 | $5,292-5.1% | $4,729+6.2% | $6,401-21.6% |
| Admin fee / account holder | $430 | $7,493-94.3% | $6,410-93.3% | $11,431-96.2% |