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 | $138,694 | $105,867+31.0% | $90,760+52.8% | $134,532+3.1% |
| Participation rate | 33.3% | 78.3%-44.9pp | 75.7%-42.4pp | 81.2%-47.9pp |
| Annual return | -18.93% | -10.99%-7.9pp | -12.16%-6.8pp | 418.27%-437.2pp |
| Employer contribution / active EE | $1,248 | $3,464-64.0% | $2,922-57.3% | $4,741-73.7% |
| Participant deferral / active EE | $2,768 | $5,217-46.9% | $4,565-39.4% | $6,401-56.8% |
| Admin fee / account holder | $1,164 | $13,936-91.7% | $8,444-86.2% | $11,429-89.8% |