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 | $115,058 | $142,358-19.2% | $119,615-3.8% | $134,493-14.5% |
| Participation rate | 50.0% | 82.8%-32.8pp | 79.3%-29.3pp | 81.2%-31.2pp |
| Annual return | -18.96% | -12.46%-6.5pp | -14.98%-4.0pp | 418.01%-437.0pp |
| Employer contribution / active EE | $1,284 | $5,223-75.4% | $4,232-69.7% | $4,740-72.9% |
| Participant deferral / active EE | $6,581 | $6,470+1.7% | $5,602+17.5% | $6,400+2.8% |
| Admin fee / account holder | $904 | $13,585-93.3% | $10,324-91.2% | $11,425-92.1% |