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 | $138,872 | $154,193-9.9% | $130,045+6.8% | $139,466-0.4% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.5%-28.5pp | 80.3%-30.3pp |
| Annual return | 11.49% | 32.51%-21.0pp | -137.30%+148.8pp | 373.66%-362.2pp |
| Employer contribution / active EE | $1,319 | $5,292-75.1% | $4,321-69.5% | $4,754-72.3% |
| Participant deferral / active EE | $5,923 | $6,709-11.7% | $5,820+1.8% | $6,712-11.8% |
| Admin fee / account holder | $38,112 | $13,989+172.4% | $10,600+259.5% | $11,409+234.1% |