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 | $140,619 | $82,674+70.1% | $125,381+12.2% | $68,486+105.3% |
| Participation rate | 69.1% | 75.1%-6.0pp | 82.4%-13.3pp | 67.9%+1.2pp |
| Annual return | -19.19% | -5.97%-13.2pp | 572.31%-591.5pp | -7.85%-11.3pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $9,898 | $6,111+62.0% | $7,448+32.9% | $4,028+145.8% |
| Admin fee / account holder | $6,245 | $6,277-0.5% | $10,007-37.6% | $5,404+15.6% |