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 | $119,506 | $138,075-13.4% | $123,552-3.3% | $135,379-11.7% |
| Participation rate | 34.8% | 84.7%-50.0pp | 82.3%-47.5pp | 82.6%-47.9pp |
| Annual return | -2.36% | 153.70%-156.1pp | 119.20%-121.6pp | 519.79%-522.2pp |
| Employer contribution / active EE | $1,981 | $5,152-61.5% | $4,628-57.2% | $4,779-58.5% |
| Participant deferral / active EE | $3,247 | $6,800-52.3% | $6,426-49.5% | $5,609-42.1% |
| Admin fee / account holder | $6,688 | $10,917-38.7% | $9,285-28.0% | $10,828-38.2% |