Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $199,094 | $85,790+132.1% | $67,313+195.8% | $135,380+47.1% |
| Participation rate | 33.3% | 76.5%-43.1pp | 69.1%-35.7pp | 82.6%-49.3pp |
| Annual return | -6.94% | -0.54%-6.4pp | -4.08%-2.9pp | 519.81%-526.8pp |
| Employer contribution / active EE | $1,996 | $3,487-42.8% | $2,566-22.2% | $4,779-58.2% |
| Participant deferral / active EE | $5,530 | $4,651+18.9% | $3,568+55.0% | $5,609-1.4% |
| Admin fee / account holder | $27,145 | $6,392+324.6% | $4,507+502.3% | $10,828+150.7% |