Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 8-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 | $149,165 | $167,352-10.9% | $143,788+3.7% | $134,509+10.9% |
| Participation rate | 60.0% | 84.8%-24.8pp | 80.3%-20.3pp | 81.2%-21.2pp |
| Annual return | -15.24% | 0.47%-15.7pp | -0.03%-15.2pp | 418.13%-433.4pp |
| Employer contribution / active EE | $1,425 | $5,620-74.7% | $4,952-71.2% | $4,741-69.9% |
| Participant deferral / active EE | $5,641 | $6,447-12.5% | $5,638+0.1% | $6,400-11.9% |
| Admin fee / account holder | $790 | $18,091-95.6% | $14,675-94.6% | $11,427-93.1% |