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 | $114,742 | $95,188+20.5% | $76,518+50.0% | $135,380-15.2% |
| Participation rate | 53.3% | 74.4%-21.1pp | 68.0%-14.7pp | 82.6%-29.3pp |
| Annual return | -7.92% | 4.85%-12.8pp | -0.27%-7.7pp | 519.81%-527.7pp |
| Employer contribution / active EE | $4,583 | $3,303+38.8% | $2,647+73.1% | $4,779-4.1% |
| Participant deferral / active EE | $8,680 | $4,640+87.1% | $3,836+126.3% | $5,609+54.8% |
| Admin fee / account holder | $11,191 | $6,249+79.1% | $4,849+130.8% | $10,828+3.4% |