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 | $124,428 | $175,646-29.2% | $129,118-3.6% | $134,532-7.5% |
| Participation rate | 64.3% | 81.6%-17.3pp | 77.2%-13.0pp | 81.2%-16.9pp |
| Annual return | -18.10% | -11.39%-6.7pp | -10.94%-7.2pp | 418.27%-436.4pp |
| Employer contribution / active EE | $2,678 | $6,355-57.9% | $5,051-47.0% | $4,741-43.5% |
| Participant deferral / active EE | $6,852 | $7,970-14.0% | $6,539+4.8% | $6,401+7.1% |
| Admin fee / account holder | $1,155 | $23,578-95.1% | $14,305-91.9% | $11,429-89.9% |