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 | $238,519 | $95,915+148.7% | $79,580+199.7% | $134,532+77.3% |
| Participation rate | 57.1% | 75.0%-17.9pp | 69.5%-12.3pp | 81.2%-24.1pp |
| Annual return | -17.01% | -2.71%-14.3pp | 0.15%-17.2pp | 418.27%-435.3pp |
| Employer contribution / active EE | $1,605 | $3,129-48.7% | $2,413-33.5% | $4,741-66.1% |
| Participant deferral / active EE | $4,826 | $4,693+2.8% | $3,985+21.1% | $6,401-24.6% |
| Admin fee / account holder | $2,649 | $9,132-71.0% | $6,835-61.2% | $11,429-76.8% |