Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-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 | $110,539 | $105,867+4.4% | $90,760+21.8% | $134,532-17.8% |
| Participation rate | 57.1% | 78.3%-21.1pp | 75.7%-18.6pp | 81.2%-24.1pp |
| Annual return | -12.00% | -10.99%-1.0pp | -12.16%+0.2pp | 418.27%-430.3pp |
| Employer contribution / active EE | $1,425 | $3,464-58.9% | $2,922-51.2% | $4,741-69.9% |
| Participant deferral / active EE | $4,895 | $5,217-6.2% | $4,565+7.2% | $6,401-23.5% |
| Admin fee / account holder | $1,932 | $13,936-86.1% | $8,444-77.1% | $11,429-83.1% |