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 | $126,132 | $167,362-24.6% | $143,799-12.3% | $134,532-6.2% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -19.71% | 0.47%-20.2pp | -0.04%-19.7pp | 418.27%-438.0pp |
| Employer contribution / active EE | $2,392 | $5,620-57.4% | $4,952-51.7% | $4,741-49.5% |
| Participant deferral / active EE | $4,390 | $6,447-31.9% | $5,638-22.2% | $6,401-31.4% |
| Admin fee / account holder | $5,152 | $18,094-71.5% | $14,677-64.9% | $11,429-54.9% |