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 | $27,682 | $167,353-83.5% | $143,797-80.7% | $134,545-79.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -19.77% | 0.48%-20.2pp | -0.04%-19.7pp | 418.37%-438.1pp |
| Employer contribution / active EE | $3,296 | $5,620-41.4% | $4,952-33.5% | $4,742-30.5% |
| Participant deferral / active EE | $6,621 | $6,447+2.7% | $5,638+17.4% | $6,401+3.4% |
| Admin fee / account holder | $23,721 | $18,096+31.1% | $14,679+61.6% | $11,431+107.5% |