Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $152,342 | $142,409+7.0% | $119,634+27.3% | $134,545+13.2% |
| Participation rate | 60.0% | 82.8%-22.8pp | 79.3%-19.3pp | 81.2%-21.2pp |
| Annual return | -12.82% | -12.46%-0.4pp | -14.98%+2.2pp | 418.37%-431.2pp |
| Employer contribution / active EE | $1,795 | $5,224-65.6% | $4,232-57.6% | $4,742-62.1% |
| Participant deferral / active EE | $4,597 | $6,468-28.9% | $5,601-17.9% | $6,401-28.2% |
| Admin fee / account holder | $1,586 | $13,594-88.3% | $10,329-84.6% | $11,431-86.1% |