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 | $94,461 | $142,392-33.7% | $119,622-21.0% | $134,532-29.8% |
| Participation rate | 33.3% | 82.8%-49.5pp | 79.3%-45.9pp | 81.2%-47.9pp |
| Annual return | -18.26% | -12.46%-5.8pp | -14.98%-3.3pp | 418.27%-436.5pp |
| Employer contribution / active EE | $2,031 | $5,224-61.1% | $4,232-52.0% | $4,741-57.2% |
| Participant deferral / active EE | $5,289 | $6,467-18.2% | $5,601-5.6% | $6,401-17.4% |
| Admin fee / account holder | $435 | $13,593-96.8% | $10,328-95.8% | $11,429-96.2% |