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 | $22,639 | $138,102-83.6% | $125,381-81.9% | $134,532-83.2% |
| Participation rate | 57.1% | 84.5%-27.4pp | 82.4%-25.2pp | 81.2%-24.1pp |
| Annual return | -12.28% | 750.73%-763.0pp | 572.31%-584.6pp | 418.27%-430.5pp |
| Employer contribution / active EE | $1,850 | $5,245-64.7% | $4,815-61.6% | $4,741-61.0% |
| Participant deferral / active EE | $5,574 | $7,801-28.5% | $7,448-25.2% | $6,401-12.9% |
| Admin fee / account holder | $585 | $11,568-94.9% | $10,007-94.2% | $11,429-94.9% |