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 | $151,957 | $167,362-9.2% | $143,799+5.7% | $134,532+13.0% |
| Participation rate | 42.9% | 84.8%-42.0pp | 80.3%-37.5pp | 81.2%-38.4pp |
| Annual return | -13.42% | 0.47%-13.9pp | -0.04%-13.4pp | 418.27%-431.7pp |
| Employer contribution / active EE | $1,605 | $5,620-71.4% | $4,952-67.6% | $4,741-66.1% |
| Participant deferral / active EE | $6,316 | $6,447-2.0% | $5,638+12.0% | $6,401-1.3% |
| Admin fee / account holder | $4,711 | $18,094-74.0% | $14,677-67.9% | $11,429-58.8% |