Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-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 | $121,284 | $142,409-14.8% | $119,634+1.4% | $134,545-9.9% |
| Participation rate | 66.7% | 82.8%-16.2pp | 79.3%-12.6pp | 81.2%-14.6pp |
| Annual return | -17.22% | -12.46%-4.8pp | -14.98%-2.2pp | 418.37%-435.6pp |
| Employer contribution / active EE | $2,285 | $5,224-56.3% | $4,232-46.0% | $4,742-51.8% |
| Participant deferral / active EE | $7,313 | $6,468+13.1% | $5,601+30.6% | $6,401+14.2% |
| Admin fee / account holder | $7,470 | $13,594-45.1% | $10,329-27.7% | $11,431-34.7% |