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 | $119,584 | $152,591-21.6% | $117,529+1.7% | $134,545-11.1% |
| Participation rate | 50.0% | 77.1%-27.1pp | 70.6%-20.6pp | 81.2%-31.2pp |
| Annual return | -17.37% | 53.04%-70.4pp | 29.77%-47.1pp | 418.37%-435.7pp |
| Employer contribution / active EE | $2,083 | $5,576-62.6% | $4,179-50.2% | $4,742-56.1% |
| Participant deferral / active EE | $3,544 | $4,821-26.5% | $4,072-13.0% | $6,401-44.6% |
| Admin fee / account holder | $7,685 | $7,004+9.7% | $5,645+36.1% | $11,431-32.8% |