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 | $149,084 | $53,546+178.4% | $69,884+113.3% | $68,486+117.7% |
| Participation rate | 24.4% | 64.5%-40.1pp | 70.5%-46.1pp | 67.9%-43.5pp |
| Annual return | -11.29% | -13.87%+2.6pp | 190.81%-202.1pp | -7.85%-3.4pp |
| Employer contribution / active EE | $1,020 | $2,019-49.5% | $2,560-60.2% | $2,597-60.7% |
| Participant deferral / active EE | $2,395 | $2,957-19.0% | $3,848-37.8% | $4,028-40.5% |
| Admin fee / account holder | $14,296 | $4,693+204.6% | $6,266+128.1% | $5,404+164.5% |