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 | $118,763 | $167,362-29.0% | $143,799-17.4% | $134,532-11.7% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -11.20% | 0.47%-11.7pp | -0.04%-11.2pp | 418.27%-429.5pp |
| Employer contribution / active EE | $1,498 | $5,620-73.3% | $4,952-69.8% | $4,741-68.4% |
| Participant deferral / active EE | $7,668 | $6,447+18.9% | $5,638+36.0% | $6,401+19.8% |
| Admin fee / account holder | $13,338 | $18,094-26.3% | $14,677-9.1% | $11,429+16.7% |