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 | $133,205 | $27,639+382.0% | $61,501+116.6% | $68,490+94.5% |
| Participation rate | 37.1% | 39.5%-2.4pp | 52.6%-15.4pp | 67.9%-30.8pp |
| Annual return | -19.11% | -13.19%-5.9pp | 339.04%-358.2pp | -7.85%-11.3pp |
| Employer contribution / active EE | $706 | $696+1.5% | $1,160-39.1% | $2,597-72.8% |
| Participant deferral / active EE | $969 | $1,264-23.3% | $2,125-54.4% | $4,028-75.9% |
| Admin fee / account holder | $7,844 | $2,012+289.8% | $2,132+268.0% | $5,403+45.2% |