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 | $113,487 | $91,911+23.5% | $68,793+65.0% | $135,382-16.2% |
| Participation rate | 69.2% | 76.7%-7.5pp | 72.2%-3.0pp | 82.6%-13.4pp |
| Annual return | -8.79% | -8.22%-0.6pp | -4.63%-4.2pp | 519.77%-528.6pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $5,631 | $4,315+30.5% | $3,311+70.1% | $5,609+0.4% |
| Admin fee / account holder | $1,351 | $9,240-85.4% | $5,131-73.7% | $10,829-87.5% |