Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-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 | $137,772 | $75,962+81.4% | $154,108-10.6% | $64,173+114.7% |
| Participation rate | 23.5% | 70.4%-46.9pp | 83.0%-59.5pp | 69.6%-46.0pp |
| Annual return | -5.93% | 30.32%-36.2pp | 735.21%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $621 | $3,350-81.5% | $5,298-88.3% | $2,381-73.9% |
| Participant deferral / active EE | $1,197 | $3,175-62.3% | $5,081-76.4% | $3,470-65.5% |
| Admin fee / account holder | $2,273 | $5,589-59.3% | $13,411-83.1% | $4,887-53.5% |