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 | $169,101 | $167,353+1.0% | $143,797+17.6% | $134,545+25.7% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -18.00% | 0.48%-18.5pp | -0.04%-18.0pp | 418.37%-436.4pp |
| Employer contribution / active EE | $9,734 | $5,620+73.2% | $4,952+96.6% | $4,742+105.3% |
| Participant deferral / active EE | $5,649 | $6,447-12.4% | $5,638+0.2% | $6,401-11.7% |
| Admin fee / account holder | $4,620 | $18,096-74.5% | $14,679-68.5% | $11,431-59.6% |