Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $45,014 | $97,729-53.9% | $83,830-46.3% | $135,379-66.7% |
| Participation rate | 45.5% | 80.0%-34.5pp | 76.1%-30.7pp | 82.6%-37.2pp |
| Annual return | -0.15% | 1287.52%-1287.7pp | 850.97%-851.1pp | 519.79%-519.9pp |
| Employer contribution / active EE | $1,920 | $4,222-54.5% | $3,631-47.1% | $4,779-59.8% |
| Participant deferral / active EE | $6,904 | $4,683+47.4% | $4,082+69.1% | $5,609+23.1% |
| Admin fee / account holder | $323 | $6,674-95.2% | $5,479-94.1% | $10,828-97.0% |