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 | $126,741 | $53,162+138.4% | $91,225+38.9% | $68,486+85.1% |
| Participation rate | 49.2% | 63.2%-14.0pp | 73.2%-24.0pp | 67.9%-18.7pp |
| Annual return | -15.71% | -3.14%-12.6pp | 114.12%-129.8pp | -7.85%-7.9pp |
| Employer contribution / active EE | $1,365 | $1,709-20.2% | $2,851-52.1% | $2,597-47.4% |
| Participant deferral / active EE | $2,014 | $2,974-32.3% | $4,233-52.4% | $4,028-50.0% |
| Admin fee / account holder | $7,973 | $4,493+77.4% | $5,422+47.0% | $5,404+47.5% |