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 | $165,308 | $105,866+56.1% | $90,766+82.1% | $134,545+22.9% |
| Participation rate | 52.4% | 78.3%-25.9pp | 75.7%-23.3pp | 81.2%-28.9pp |
| Annual return | -10.07% | -10.99%+0.9pp | -12.16%+2.1pp | 418.37%-428.4pp |
| Employer contribution / active EE | $0 | $3,464-100.0% | $2,922-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $1,585 | $5,217-69.6% | $4,565-65.3% | $6,401-75.2% |
| Admin fee / account holder | $5,973 | $13,938-57.1% | $8,446-29.3% | $11,431-47.7% |