Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 4-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 | $18,314 | $190,879-90.4% | $160,009-88.6% | $134,532-86.4% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.0%-15.5pp | 81.2%-18.7pp |
| Annual return | -13.13% | 552.63%-565.8pp | 408.85%-422.0pp | 418.27%-431.4pp |
| Employer contribution / active EE | $5,301 | $4,995+6.1% | $4,225+25.5% | $4,741+11.8% |
| Participant deferral / active EE | $10,561 | $6,924+52.5% | $6,183+70.8% | $6,401+65.0% |
| Admin fee / account holder | $2,378 | $10,495-77.3% | $8,715-72.7% | $11,429-79.2% |